JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Chicago O'Hare / Cook County Northwest
$48K
Oak Brook, IL +1 · Full-time · Posted Jan 8, 2025
- Location
- Oak Brook, IL
Wheaton, IL - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and referring clients to Chase partners.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while maintaining client-focused integrity and sound business judgment.
What they ask for
- 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.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
Oak Brook, IL $47,520.00-$47,520.00 USD base salary; Wheaton,IL $47,520.00-$47,520.00 USD base salary
Model-written summary · the original posting is authoritative