Chase Wealth Management - Private Client Advisor - Chicago, IL (Cme)

Jpmorgan Chase & Co. Chicago , IL 60602

Posted 1 week ago

As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers 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. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

What you will possess:

Teamwork and Influence. You champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion.

Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.

Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.

One Chase Approach. You provide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.

What you will receive:

  • Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.

  • JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.

  • As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.

Qualifications

Licenses, Designations, and Education:

  • 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

  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

  • A valid and active Life, Health and Long Term Care Insurance license is 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

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, 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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Asset Management Internal Client Advisor Wealth Management (Internal Wholesaler)

Jpmorgan Chase & Co.

Posted 6 days ago

VIEW JOBS 4/12/2021 12:00:00 AM 2021-07-11T00:00 OUR BUSINESS JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion. YOUR ROLE We are looking for a thoughtful, dynamic, consultative, sales-minded individual with a true passion for the markets. As an Internal Client Advisor (internal wholesaler), you will be helping financial advisors navigate the complexities of the broader capital markets by offering timely solutions. You will partner with a Client Advisor (external wholesaler) and you will both strive to meet the goals for your territory by successfully marketing our mutual funds, ETFs, and separately managed accounts. This role is most rewarding for candidates who like to work collaboratively, are strong communicators, and enjoy making a true difference in helping others achieve their investing goals. WHAT YOU WILL DO * Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition * Provide superior client service by being responsive, thoughtful and making the clients' needs the focus * Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way * Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals * Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation * Convey the thought leadership of our Market Insights team to aid clients' understanding of the ever-changing market landscape * Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team WHAT WE'RE LOOKING FOR * Bachelor's degree required * Two years of financial service experience preferred and/or related sales leadership experience * Series 7 and Series 63 required * Self-starter with passion for sales and the financial markets * Proven results shown through sustainable achievement in a competitive environment * Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace * Capacity to build relationships across entire organization and with our partner firms * Excellent verbal communication and presentation skills Jpmorgan Chase & Co. Chicago IL

Chase Wealth Management - Private Client Advisor - Chicago, IL (Cme)

Jpmorgan Chase & Co.