JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Oak Lawn, IL
JPMorganChase, Oak Lawn, Illinois, us, 60454
Overview
J.P. Morgan Wealth Management – Private Client Advisor – Oak Lawn, IL. The Private Client Advisor offers comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering investment solutions through a broad investment product platform and digital tools.
Responsibilities
Champion and support teammates’ success and the bank’s goals, fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions through relationship management with a client-focused approach (not limited to portfolio management).
Demonstrate deep understanding of financial markets and sound business judgment.
Maintain integrity and do right by clients at every opportunity.
Educate clients on technology and channels to monitor and manage investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients become digitally confident and bank where, when, and how they want.
Required Qualifications, Capabilities, And Skills
At least 2 years in a Financial Advisor role or equivalent financial services experience.
Success in client acquisition, relationship management, and collaboration with key partners.
Commitment to goals-based planning and advice.
Valid and active Series 7 license.
Valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting.
Valid and active Life, Health, and Long-Term Care Insurance license required or to be obtained within 60 days of starting.
Preferred Qualifications, Capabilities, And Skills
Certified Financial Planning (CFP) certification preferred.
Bachelor’s degree preferred.
Investment And Insurance Products
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMorgan Chase Bank, N.A. OR ANY OF ITS AFFILIATES
SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor. Annuities are available through Chase Insurance Agency, Inc. (CIA). JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under JPMorgan Chase & Co. Products not available in all states.
About Us Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow by delivering comprehensive solutions.
We offer a competitive total rewards package including base salary, potential commission-based pay and/or discretionary incentive compensation, paid in cash and/or equity, and a range of benefits based on eligibility. Benefits may include health care coverage, retirement savings, parental leave, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes including race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital or veteran status, pregnancy or disability, or any other basis protected by law. We provide reasonable accommodations for applicants and employees’ religious practices and beliefs, mental health, or physical disability needs. Visit our FAQs for more information about accommodations.
Employment Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance and Sales
Referrals increase your chances of interviewing at JPMorganChase. Get notified about new Wealth Manager jobs in Oak Lawn, IL.
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Responsibilities
Champion and support teammates’ success and the bank’s goals, fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions through relationship management with a client-focused approach (not limited to portfolio management).
Demonstrate deep understanding of financial markets and sound business judgment.
Maintain integrity and do right by clients at every opportunity.
Educate clients on technology and channels to monitor and manage investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients become digitally confident and bank where, when, and how they want.
Required Qualifications, Capabilities, And Skills
At least 2 years in a Financial Advisor role or equivalent financial services experience.
Success in client acquisition, relationship management, and collaboration with key partners.
Commitment to goals-based planning and advice.
Valid and active Series 7 license.
Valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting.
Valid and active Life, Health, and Long-Term Care Insurance license required or to be obtained within 60 days of starting.
Preferred Qualifications, Capabilities, And Skills
Certified Financial Planning (CFP) certification preferred.
Bachelor’s degree preferred.
Investment And Insurance Products
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMorgan Chase Bank, N.A. OR ANY OF ITS AFFILIATES
SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor. Annuities are available through Chase Insurance Agency, Inc. (CIA). JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under JPMorgan Chase & Co. Products not available in all states.
About Us Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow by delivering comprehensive solutions.
We offer a competitive total rewards package including base salary, potential commission-based pay and/or discretionary incentive compensation, paid in cash and/or equity, and a range of benefits based on eligibility. Benefits may include health care coverage, retirement savings, parental leave, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes including race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital or veteran status, pregnancy or disability, or any other basis protected by law. We provide reasonable accommodations for applicants and employees’ religious practices and beliefs, mental health, or physical disability needs. Visit our FAQs for more information about accommodations.
Employment Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance and Sales
Referrals increase your chances of interviewing at JPMorganChase. Get notified about new Wealth Manager jobs in Oak Lawn, IL.
#J-18808-Ljbffr