J.P. Morgan Wealth Management – Private Client Advisor - Bloomington, IL and Surrounding Areas

JPMorgan Chase & Co.•Bloomington, IL

20d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients ranging from those who are just beginning to save to those with significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, helping deepen client relationships. You will represent the J.P. Morgan Chase brand and use the firm's investment products, thought leadership, and digital technology to help meet clients’ financial needs. The role emphasizes relationship management rather than portfolio management, building a book of business, and helping clients become confident using digital tools and channels. The position is based in Bloomington, Illinois, and surrounding areas. Compensation includes a base salary determined by role, experience, skills, and location. Eligible employees may also receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity. Benefits are based on eligibility.

Requirements

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Demonstrated ability and commitment to goals-based planning and advice.
Valid and active Series 7 license.
Valid and active Series 66 (63/65) license, or obtain it within 60 days of starting as a condition of employment.
Valid and active Life, Health and Long Term Care Insurance license, or obtain it within 60 days of starting as a condition of employment.

Nice To Haves

Certified Financial Planning (CFP®) certification preferred.
Bachelor’s degree preferred.

Responsibilities

Champion and support teammates’ success and bank goals while fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a focus on relationship management rather than portfolio management.
Demonstrate a deep understanding of financial markets and sound business judgment.
Act with unwavering integrity and do what is right for clients.
Educate clients about available technology and channels so they can monitor, maintain, and manage their investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations and help clients become more digitally confident so they can bank when, where, and how they want.