J.P. Morgan Wealth Management - Private Wealth Advisor - Winnetka, IL

Job responsibilities


* Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills.

Through a focus on relationship management, you should be able to grow the practice


* .Demonstrate a deep understanding of financial markets and sound business judgement


* Exhibit unwavering integrity that points toward doing right by clients at every opportunity


* Foster a client-centric planning process and ensure implementation of financial planning strategies


* Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients


* Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software [SN1]


* Provide a holistic view of clients' needs and financial coaching beyond investments


* Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events


* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want


* Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams

Required qualifications, capabilities, and skills


* A minimum of 4 years of financial services experience


* Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners


* Demonstrated ability and commitment to goals-based planning and advice


* Demonstrated understanding of investment products and services


* Understanding of market performance and market trends


* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and team members while maintaining professionalism.


* A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role as a condition of employment


* 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

Preferred qualifications, capabilities, and skills


* Certified Financial Planning (CFP®) or Wealth Management Certified Planner (WMCP) certification is preferred


* Bachelor's degree preferred

[SN1] Not sure if this is software or the right word

Chase is a leading financial services firm, helping nearly half of America's households and small b...