J.P. Morgan Wealth Management – Private Client Advisor - Bloomington, IL and Surrounding Areas
About The Position
As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients ranging from those just starting to save to those with significant wealth. You will offer advised solutions and referrals to Chase partners to deepen client relationships and provide an exceptional investor experience. The role uses a broad investment product and thought leadership platform, along with digital technology, to help clients meet their financial needs. It emphasizes relationship management rather than portfolio management, client education, financial coaching, and helping clients use digital banking channels. The position is based in Bloomington, Illinois, and surrounding areas.
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 must obtain it within 60 days of starting in the role as a condition of employment.
- Valid and active Life, Health and Long Term Care Insurance license, or must obtain it within 60 days of starting in the role as a condition of employment.
Nice To Haves
- Certified Financial Planning (CFP®) certification preferred.
- Bachelor’s degree preferred.
Responsibilities
- Support teammates’ success and the goals of the bank while fostering a culture of diversity.
- Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
- Demonstrate understanding of financial markets and sound business judgment.
- Act with integrity and do what is right for clients.
- Educate clients about technology and channels they can use to monitor, maintain, and manage their investments.
- Provide a holistic view of clients’ needs and financial coaching beyond investments.
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
- Offer comprehensive financial planning and advice to individuals and families, and provide advised solutions and Chase partner referrals to deepen client relationships.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
