private wealth advisor

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  YOUR IMPACT
  <br/>
  <br/>
 </strong>
 Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. This role is in our Goldman Partner Office (GPO).
 <br/>
 <br/>
 <strong>
  OUR IMPACT
  <br/>
  <br/>
 </strong>
 <strong>
  Wealth Management
  <br/>
  <br/>
 </strong>
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
 <br/>
 <br/>
 <strong>
  Private Wealth Management (PWM)
  <br/>
  <br/>
 </strong>
 Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
 <br/>
 <br/>
 <strong>
  Goldman Partner Office (GPO) - Invest
  <br/>
  <br/>
 </strong>
 The Goldman Partner Office Investment Team is a dedicated group within Goldman Sachs Private Wealth Management that delivers comprehensive investment solutions to Goldman Sachs partners, their families, and their networks. Our Private Wealth Advisors partner with GPO&rsquo;s financial planning arm to deliver seamless, coordinated, and comprehensive financial advice and service to the Firm&rsquo;s partners, serving as &ldquo;CIO&rdquo; and &ldquo;CFO&rdquo; to help our clients reach their personal wealth goals.
 <br/>
 <br/>
 <strong>
  How You Will Fulfill Your Potential
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients
  </li>
  <li>
   Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas
  </li>
  <li>
   Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm&rsquo;s strategic views
  </li>
  <li>
   Prepare client-facing materials depicting asset allocation and performance
  </li>
  <li>
   Diligence internal and third-party investment opportunities across the public and private markets
  </li>
  <li>
   Synthesize research material and communicate firm views to clients
  </li>
  <li>
   Support business development efforts by researching qualified prospects and tracking relevant capital raises
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills &amp; Experience We're Looking For
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree required
  </li>
  <li>
   Ability to work in a fast-paced environment and think clearly under pressure
  </li>
  <li>
   Strong interest in the financial markets and good investment sense/commercial instinct
  </li>
  <li>
   Ability to multi-task and work with numerous colleagues and desks across the Firm
  </li>
  <li>
   Strong verbal and written communication skills
  </li>
  <li>
   Strong organizational and interpersonal skills
  </li>
  <li>
   SIE, Series 7 and 63 required (must be obtained within three months of employment)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Goldman Sachs
  <br/>
  <br/>
 </strong>
 At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
 <br/>
 <br/>
 We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
 <br/>
 <br/>
 We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
 <br/>
 <br/>
 &copy; The Goldman Sachs Group, Inc., 2026. All rights reserved.
 <br/>
 <br/>
 Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
</div>


Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Analyst - Dallas

Allworth Financial

<div><div><p>Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.</p>
<p>
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious &quot;Circle of Excellence&quot; award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.</p></div><p><b>
SUMMARY:</b></p>
<p>
The Private Wealth Administrator provides high-level administrative, sales execution, and client development support to the Head of Private Wealth Strategies. This role serves as the operational and coordination backbone for a rapidly growing private wealth consulting platform, supporting advisor engagement, complex sales cycles, and ultra-high-net-worth (UHNW) client planning deliverables.</p>
<p>
Blending executive support with internal sales coordination, this role ensures a seamless experience for advisors, referral partners, and prospective clients&mdash;from initial engagement through onboarding&mdash;while supporting strategic initiatives, partner relationships, and sophisticated wealth planning solutions. The ideal candidate is detail-oriented, highly organized, relationship-focused, and thrives in a fast-paced, entrepreneurial financial services environment.</p><br>
<p></p>
<p><b>
Key Responsibilities</b></p>
<p>
Sales, Referral &amp; Relationship Support</p>
<ul>
<li>Serve as a key internal point of coordination for advisor, referral partner, and prospective client engagements.</li>
<li>Support inbound referrals and prospect activity by coordinating timely outreach, meeting scheduling, and next steps.</li>
<li>Gather, organize, and document client and case information to support introductory meetings and advanced planning discussions.</li>
<li>Prepare customized pitch materials, presentation decks, and follow-up correspondence in partnership with internal planning and advisory teams.</li>
<li>Track pipeline activity, referral sources, engagement stages, and key metrics using CRM systems (Salesforce, ThoughtSpot, or equivalent).</li>
<li>Assist with onboarding new advisory and client relationships, including data gathering, paperwork coordination, and internal handoffs.</li>
<li>Maintain and update sales collateral, case studies, and product overviews related to advanced wealth strategies (e.g., exchange funds, CRTs, PPLI, QSBS, ESOPs).</li></ul><br>
<p></p>
<p>
Executive &amp; Administrative Support</p>
<ul>
<li>Provide proactive executive support to the Head of Private Wealth Strategies, including calendar management, meeting logistics, travel coordination, and correspondence.</li>
<li>Act as a liaison between leadership, advisors, internal teams, and external partners to ensure alignment and timely execution of priorities.</li>
<li>Draft, proof, and distribute client communications, meeting summaries, and internal materials with exceptional attention to detail and confidentiality.</li>
<li>Coordinate internal meetings, strategy sessions, advisor training events, and partner presentations.</li></ul><br>
<p></p>
<p>
Sales Cycle Oversight &amp; Project Coordination</p>
<ul>
<li>Help oversee end-to-end sales cycle execution, ensuring deliverables, planning materials, and onboarding steps are completed efficiently and accurately.</li>
<li>Coordinate across internal and external stakeholders to keep engagements moving forward and aligned with service standards.</li>
<li>Track action items, deadlines, and follow-ups across multiple initiatives and stakeholders.</li>
<li>Support implementation of new strategic partnerships, product rollouts, and marketing initiatives tied to Private Wealth Strategies.</li>
<li>Research and compile competitive intelligence, market insights, or advisor channel trends relevant to advanced planning and UHNW clients.</li>
<li>Maintain documentation related to compliance, review processes, and client-facing materials.</li></ul><br>
<p></p>
<p><b>
Qualifications</b></p>
<ul>
<li>Bachelor's degree preferred (Business, Finance, Economics, or related field).</li>
<li>3&ndash;5+ years of experience in wealth management, financial services, sales support, or executive assistance.</li>
<li>Strong understanding of advisor distribution models (RIA, custodial referral, independent broker-dealer) and high-net-worth client dynamics.</li>
<li>Experience supporting sales cycles, referral-based business, or complex client onboarding processes.</li>
<li>High proficiency in Microsoft Office (Excel, Word, PowerPoint); CRM experience required.</li>
<li>Exceptional organizational, communication, and follow-up skills.</li>
<li>Ability to manage multiple priorities independently while maintaining accuracy and discretion.</li>
<li>Willingness to learn and operate compliantly within the financial services regulatory environment.</li></ul><br>
<p></p>
<p><b>
Personal Attributes</b></p>
<ul>
<li>Polished, professional communicator comfortable interacting with senior advisors, referral partners, and UHNW clients.</li>
<li>Highly organized self-starter who anticipates needs and takes ownership of outcomes.</li>
<li>Relationship-oriented, service-minded, and responsive with a strong sense of urgency.</li>
<li>Adaptable and collaborative, thriving in a boutique, growth-oriented environment.</li>
<li>Genuine interest in advanced wealth planning, estate strategy, and complex financial solutions.</li></ul><br>
<p></p>
<p>
 <i>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.</i></p><p></p><div><p><b><br>
BENEFITS</b></p>
<p>
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:</p>
<ul>
<li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li>
<li>Dental insurance with MetLife</li>
<li>Vision insurance with VSP</li>
<li>Optional supplemental benefits</li>
<li>Healthcare savings accounts with company contribution</li>
<li>Flexible spending accounts</li>
<li>Flexible working arrangements</li>
<li>Generous 401K contributions</li>
<li>Exempt associates qualify for our flexible paid time off policy</li>
<li>Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment</li>
<li>11 Paid Holidays</li>
<li>Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)</li>
<li>Future growth opportunities within the company</li>
</ul>
<p>In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.</p>
<p><i>
Benefits are available to full-time associates who work more than 30 hours a week.</i></p>
<p><i>
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.</i></p>
<p>
Allworth Financial participates in E-Verify. Click here for more information.</p>
<p>
California residents, click here for our privacy policy.</p></div></div>

Private Wealth Administrator

Northwestern Mutual

<div><div><div><b>Benefits:</b></div>
<ul><li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul></div><div><div><b>Join the Winning Team at Northwestern Mutual - Central Illinois!</b><br>
</div><div><b>At Northwestern Mutual &ndash; Central Illinois, we are guided by the core values of Courage, Passion, and Growth</b>. These principles shape everything we do&mdash;from how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, you&rsquo;ll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team.<br>
</div><div>Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. John&rsquo;s Children&rsquo;s Hospital, Contact Ministries, the James Project, and Alex&rsquo;s Lemonade Stand. If you're looking for a career where you can make a difference&mdash;both in your clients&rsquo; lives and in your community&mdash;while building a business with unlimited potential, we&rsquo;d love to talk with you.<br>
</div><div><b>Our thriving offices are located:</b></div>
<ul><li>Lincoln office: 2201 Woodlawn Road Lincoln IL 62656</li>
<li>Pittsfield office: 311 W Washington Street Pittsfield IL 62363</li>
<li>Jacksonville office: 606 E State Street Jacksonville IL 62650</li>
<li>Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704</li>
</ul><div>Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw<br>
</div><div><b>A Glance at Northwestern Mutual (NM):</b></div>
<div>Northwestern Mutual is a FORTUNE 500&reg; company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners&mdash;not Wall Street. We began in Wisconsin in 1857, and today we&rsquo;re one of America&rsquo;s top companies - as was recognized by FORTUNE &reg; as one of the &ldquo;World&rsquo;s Most Admired&rdquo; life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.</div>
<div>
</div><div><b>Meet Some of Our Local Leaders, the Heartbeat of Our Business:</b></div><div><br>
</div>
<div><b>D. Patrick Scheina, CLU &ndash; Managing Director and Wealth Management Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> 22 years</li>
<li><b>Previous Experience:</b> Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.</li>
<li><b>Outside Interests:</b> Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peter&rsquo;s Catholic Church, and Patrick also serves on the Sangamon County CEO Board.</li>
</ul><div><b>Eli Cook &ndash; Growth and Development Director:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> 11 years</li>
<li><b>Previous Experience:</b> Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.</li>
<li><b>Outside Interests:</b> Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.</li>
</ul><div><b>Brent Shunk &ndash; Private Wealth Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> 38 years</li>
<li><b>Previous Experience:</b> Brent has spent his entire career with Northwestern Mutual.</li>
<li><b>Outside Interests:</b> Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.</li>
</ul><div><b>Austin Shunk &ndash; Private Wealth Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual: </b>13 years</li>
<li><b>Previous Experience:</b> Austin has built his entire professional career with Northwestern Mutual.</li>
<li><b>Outside Interests:</b> Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.</li>
</ul><div><b>Sheila Davidsmeyer &ndash; Financial Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> Over 27 years</li>
<li><b>Previous Experience:</b> Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.</li>
<li><b>Outside Interests:</b> Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.</li>
</ul><div><b>About the Financial Representative Role:</b></div>
<div>As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.</div><div><br>
</div>
<div><b>Key Responsibilities:</b></div>
<ul><li>Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.</li>
<li>Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.</li>
<li>Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.</li>
<li>Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.</li>
<li>Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.</li>
</ul><div><b>Qualifications:</b></div>
<ul><li>Education: A bachelor's degree is preferred.</li>
<li>Experience: Previous experience in financial services, insurance or business development is beneficial but not required.</li>
<li>Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.</li>
<li>Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).</li>
</ul><div><b>Benefits:</b></div>
<ul><li>Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.</li>
<li>Income Potential: Competitive compensation structure including performance incentives, with no ceiling.</li>
<li>Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.</li>
<li>Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.</li>
<li>Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.</li></ul><div><br>
<br>
<br>
</div><div>Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.</div>
</div>
<p>Flexible work from home options available.</p></div>

Financial Representative Entry Level

Hightower Advisors

Your Future Team
<br>Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management.
<br><br>
<b>Characteristics you will need for this role:</b><br>
<ul>
<li>Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.</li>
<li>Agile. You maintain composure and remain positive under pressure even in complex situations.</li>
<li>Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.</li>
<li>Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.</li>
<li>Organized. You create clear and logical processes to support your work and that of the organization.</li>
</ul>
Job Summary
<br>We're searching for a Paraplanner to join our team. You will be responsible for data gathering and preparation of planning documents required to gain familiarity of clients’ overall financial situation. You will provide technical support to Wealth Advisors for financial planning meetings and keeping plans current. You will report to the Wealth Advisors.
<br><br>
What You’ll Do
<br><ul>
<li>Gather, organize and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies and other information needed to develop a financial plan. Summarize / communicate information to the Wealth Advisor.</li>
<li>Assist Wealth Advisor with preparing client financial plans, financial scenarios and presentations.</li>
<li>Attend client meetings. Prepare notes after client meetings and complete assigned tasks, depending on complexity.</li>
<li>Assign, monitor and complete tasks in CRM.</li>
<li>Assist clients with questions, requests and/or issues related to various financial planning and investment topics.</li>
<li>Assist in analysis of clients outside holdings.</li>
<li>Gather information, prepare and follow up on updated net worth summaries and other financial information.</li>
<li>Request, scan and electronically file client tax returns and update CRM for advisor review.</li>
<li>Assist with documenting policies and procedures for the development of financial plans and other related workflows.</li>
<li>Compose and prepare correspondence and client documents, including spreadsheets and reports as required.</li>
<li>Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.</li>
<li>Assist Wealth Advisor in monitoring clients’ portfolios.</li>
</ul>
Required Skills
<br><ul>
<li>Interpersonal, listening and written/verbal communication skills.</li>
<li>Must be organized, analytical, able to multi-task and proactively research and solve problems.</li>
<li>Able to work independently and establish priorities.</li>
<li>Proficiency in Word, Excel, CRM and Outlook.</li>
<li>Working knowledge of a variety of investment tools.</li>
<li>Excellent follow-through and communication to team members regarding status of open items.</li>
<li>Able to work with the highest standards of confidentiality and ethics.</li>
<li>Team player, able to work well with all levels of the practice, and clients.</li>
</ul>
What You’ll Bring
<br><ul>
<li>Bachelor’s Degree</li>
<li>Two or more years of experience in a similar position</li>
<li>Series 65 license, other licenses may be required over time</li>
<li>Must be willing to increase knowledge of the industry through continuing education</li>
</ul>
What We Offer
<br><ul>
<li>Annual base salary range of $65,000-$80,000 based on qualifications and experience, plus discretionary bonus</li>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>Flexible PTO plan</li>
<li>401k matching plan</li>
</ul>
<b>AN EQUAL OPPORTUNITY EMPLOYER:</b> Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
<br><br>
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Paraplanner - Natoma Wealth

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<div>
<div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div><br>
As a Private Client Advisor in Chase Wealth Management, you will offer 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 provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.<br>
</div><div></div><br>
<div><b>Job responsibilities</b>
</div><div><ul><li>Champion and support your teammates&rsquo; success and the goals of the bank, while fostering a culture of diversity</li>
<li>Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li>
<li>Demonstrate a deep understanding of financial markets and sound business judgement</li>
<li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li>
<li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li>
<li>Provide a holistic view of clients&rsquo; needs and financial coaching beyond investments</li>
<li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li>
</ul></div><div><b>Required qualifications, capabilities, and skills</b>
</div><div><ul><li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li>
<li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li>
<li>Demonstrated ability and commitment to goals-based planning and advice</li>
<li>A valid and active Series 7</li>
<li>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
</li><li>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</li>
</ul></div><div><b>Preferred qualifications, capabilities, and skills</b>
</div><div><ul><li>Certified Financial Planning (CFP&reg;) certification is preferred</li>
<li>Bachelor&rsquo;s degree preferred</li><br>
</ul></div><div></div><br>
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:
</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
</div><div><br>
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 &amp; Co. Products not available in all states.
</div></div><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><p><br>
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</p>
<p>As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</p></div>

J.P. Morgan Wealth Management – Private Client Advisor - Oak Park, IL (Oak Park Lake)

J.P. Morgan Wealth Management – Private Client Advisor - Scottsdale, AZ

J.P. Morgan Wealth Management – Private Client Advisor - Montclair / Union - New Jersey

Search 8173+ Private wealth advisor jobs near you this March. New roles added regularly across leading industries. Apply today.