Chase Wealth Management - Private Client Advisor - Downers Grove, IL (Downers Grove Ogden)

Jpmorgan Chase & Co. Downers Grove , IL 60515

Posted 2 months 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
Assistant Teacher Tutor Time Of Downers Grove

North Country Academy

Posted 6 days ago

VIEW JOBS 6/16/2021 12:00:00 AM 2021-09-14T00:00 Tutor Time of Downers Grove is Hiring Assistant Teachers for our Center located at 460 75th Street Are you interested in a teaching career that is more than just reading, writing and math? Come join our Tutor Time staff where we focus on developing children's unique interests and abilities with hands-on active learning and opportunities for self-expression! In this role you will assist the leader of the classroom and will help create fun yet educational lesson plans as well as keep the classroom clean and organized. You will also be responsible for ensuring the daily care of our children which may include changing diapers, potty training, and cleaning up big messes made by little people. You will also need to communicate with parents on a regular basis to ensure the best care for their child. If you aren't afraid to be silly, get a little messy, and get lots of hugs… this job is for you! We are looking for individuals who have: * At least 6 months of experience in a licensed childcare or daycare center * A High School Diploma or equivalent * Reached the age of 18 years If you are interested in endless possibilities… APPLY TODAY! Learning Care Group, Inc. is the second-largest for-profit child care provider in North America and a leader in early education. Our programs are designed for children aged 6 weeks to 12 years. Across our eight unique brands, we're committed to creating state-of-the-art facilities with the latest technology and expert-driven curricula created by our own Education team. Our Promise To make a difference and have a positive impact on every child at our schools, their families, and the communities we serve every day. We support child development for infants to school-age students, through a comprehensive, research-based curriculum in a safe, nurturing, fun school environment. As experts in child care and early education, we empower children to be ready for school, we instill a lifelong love of learning, and we provide a solid foundation for a successful future. Our Vision Safety. Care. Education. Results. Our Values Safety, Honesty, Trust, Passion for Excellence, Love of Learning, and Innovation. Please visit www.learningcaregroup.com/careers/ for more information. North Country Academy Downers Grove IL

Chase Wealth Management - Private Client Advisor - Downers Grove, IL (Downers Grove Ogden)

Jpmorgan Chase & Co.