J.P. Morgan Wealth Management – Private Client Advisor - County, IL

Overview

J.P. Morgan Wealth Management – Private Client Advisor - Will County / Central Illinois. Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Will County / Central Illinois role s role involves helping clients with comprehensive financial planning and investment solutions, using a broad product platform and digital technology to deliver an exceptional investor experience while supporting diversity and inclusion.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth, providing an exceptional investor experience through advised solutions and Chase partner referrals to deepen client relationships.

• 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 with a focus on relationship management (not portfolio management).
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and a commitment to doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank when, where, and how they want.

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Successful track record in client acquisition, cultivation, and maintaining client relationships 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 in the role as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.

• Certified Financial Planning (CFP) certification is preferred.
• Bachelor’s degree preferred.

• 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, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co.

Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America’s 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 our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, retirement savings, and more.

Details about total compensation and benefits will be provided during the hiring process.

We are an equal opportunity employer and value diversity and inclusion. We do not…