JPMorganChase
J.P. Morgan Wealth Management – Private Client Advisor - Chicago, IL (Portage Pa
JPMorganChase, Chicago, Illinois, United States, 60290
J.P. Morgan Wealth Management – Private Client Advisor - Chicago, IL (Portage Park)
At J.P. Morgan Chase, we are committed to helping our clients, employees, and the communities we serve. We deliver extraordinary customer service and maintain a strong commitment to diversity and inclusion.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, providing an exceptional investor experience and deepening client relationships through advised solutions and Chase partner referrals.
Job Responsibilities
Champion and support your teammates’ success while fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions to your clients, focusing on relationship management.
Demonstrate a deep understanding of financial markets and sound business judgment.
Exhibit unwavering integrity and do right by clients at every opportunity.
Educate clients on technology and channels to better monitor 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.
Required Qualifications, Capabilities, And Skills
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.
A valid and active Series 7 license.
A valid and active Series 66 (63/65) license, or must be obtained within 60 days of starting.
A valid and active Life, Health and Long Term Care Insurance license, or must be obtained within 60 days of starting.
Preferred Qualifications, Capabilities, And Skills
Certified Financial Planning (CFP®) certification.
Bachelor’s degree.
Investment And Insurance Products Are
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 THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor. Annuities are made available through Chase Insurance Agency, Inc. (CIA). Products are not available in all states.
About Us Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals. We offer a competitive total rewards package and a range of benefits.
Equal Opportunity Employer We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute and make reasonable accommodations for applicants and employees.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, providing an exceptional investor experience and deepening client relationships through advised solutions and Chase partner referrals.
Job Responsibilities
Champion and support your teammates’ success while fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions to your clients, focusing on relationship management.
Demonstrate a deep understanding of financial markets and sound business judgment.
Exhibit unwavering integrity and do right by clients at every opportunity.
Educate clients on technology and channels to better monitor 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.
Required Qualifications, Capabilities, And Skills
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.
A valid and active Series 7 license.
A valid and active Series 66 (63/65) license, or must be obtained within 60 days of starting.
A valid and active Life, Health and Long Term Care Insurance license, or must be obtained within 60 days of starting.
Preferred Qualifications, Capabilities, And Skills
Certified Financial Planning (CFP®) certification.
Bachelor’s degree.
Investment And Insurance Products Are
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 THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor. Annuities are made available through Chase Insurance Agency, Inc. (CIA). Products are not available in all states.
About Us Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals. We offer a competitive total rewards package and a range of benefits.
Equal Opportunity Employer We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute and make reasonable accommodations for applicants and employees.
#J-18808-Ljbffr