
Private Client Advisor
You champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion. 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. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
Certified Financial Planning (CFP®) certification is preferred
Customer Relationship Management
Time Management
Record Keeping Skills
Data analysis skills
Process Improvement
Self-Driven
Communication Skills
Detail Oriented and Organized
According to JobzMall, the average salary range for a Private Client Advisor in 4911 Illinois Rte 59, Naperville, IL 60564, USA is between $44,000 and $90,000 per year. This range is based on data collected from hundreds of job postings on JobzMall. Factors such as experience, education, and the size of the company can affect the salary range.
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JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.

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