J.p. Morgan Wealth Management – Private Client Advisor - Chicago Cook County Northwest, Il

JPMorgan Chase

Chicago, IL, United States
Base: not specified; bonus/equity: commission-base...
Client acquisition and relationship building
Investment solutions and financial planning
Digital technology adoption
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs

Job Summary

  • Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
  • As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
  • We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

Matching Summary

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Salary

Base: Not specified; Bonus/Equity: Commission-based pay and/or discretionary incentive compensation; Benefits: Comprehensive health care coverage, retirement savings plan, tuition reimbursement, mental health support, financial coaching and more

Skills & Requirements

Must-have

  • Client acquisition and relationship building
  • Investment solutions and financial planning
  • Digital technology adoption
  • Holistic client needs assessment

Nice-to-have

  • Teamwork and collaboration
  • Diversity and inclusion champion
  • Passion for client education
  • Exceptional investor experience

Key Requirements

  • 2+ years financial advisor experience
  • Series 7 license
  • Series 66 license or obtain within 60 days
  • Life, Health, Long Term Care license or obtain within 60 days

Work Rights

Not specified

Tailored Resume

Cover Letter