JPMorgan Chase - Glenview, IL

posted 19 days ago

Full-time
Glenview, IL
Credit Intermediation and Related Activities

About the position

As a Private Client Advisor at J.P. Morgan Chase, you will play a crucial role in providing comprehensive financial planning and advice to individuals and families. This position emphasizes building strong client relationships and delivering personalized investment solutions, leveraging a broad range of investment products and cutting-edge digital technology. You will be responsible for championing your teammates' success while fostering a culture of diversity and inclusion within the organization.

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 to clients through relationship management.
  • Demonstrate a deep understanding of financial markets and sound business judgment.
  • Exhibit unwavering integrity in client interactions, ensuring the best outcomes for clients.
  • Educate clients on available technology and channels to manage their investments effectively.
  • Provide a holistic view of clients' needs and offer financial coaching beyond investments.
  • Embrace digital innovations to enhance client confidence in banking.

Requirements

  • At least 2 years in a Financial Advisor role or equivalent financial services experience.
  • Demonstrated success in client acquisition and maintaining client relationships.
  • Commitment to goals-based planning and advice.
  • A valid and active Series 7 license is required.
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Nice-to-haves

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