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J.P. Morgan Wealth Management - Private Client Advisor - Glen Ellyn, IL ( Glen Ellyn)

$47.52k

JPMorgan Chase Bank, N.A.

Overview At J.P. Morgan Chase, you will represent the brand and interact with clients to offer the best investment solutions. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, from those just starting to save to those with significant wealth. Responsibilities Champion and support teammates' success and the goals of the bank, fostering a culture of diversity. Build a book of business and deliver personalized investment solutions, focusing on relationship management. Demonstrate deep understanding of financial markets and sound business judgment. Exhibit unwavering integrity and do right by clients. Educate clients on technology and channels to 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. 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 (or 63/65) license, obtainable within 60 days of starting. A valid and active Life, Health and Long Term Care Insurance license, obtainable within 60 days of starting. Preferred Qualifications, Capabilities, and Skills Certified Financial Planning (CFP) certification is preferred. Bachelor's degree preferred. Benefits and Compensation Competitive total rewards package including base salary, commission-based pay, discretionary incentive compensation, and benefits such as comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Base Salary: Glen Ellyn, IL: $47,520.00 - $47,520.00. Equal Opportunity and Compliance 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 we offer reasonable accommodations for applicants and employees. Investment and insurance products are not FDIC insured and are not guaranteed by JPMorgan Chase Bank, N.A. or its affiliates. Products are subject to investment risks. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.

Vacancy posted 2 hours ago
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