Apt Insight
Is This a Good Match for You?
The graph above shows a positive alignment between your profile and the role of this job. Your working style and professional priorities appear compatible with their organizational approach, which provides useful context when evaluating opportunities here.Beyond the specific role you're considering, understanding the company itself helps you make a better decision. Our analysis factors in elements like culture, management style, and organizational stability—things that significantly impact day-to-day satisfaction but are hard to glean from a job description alone. The graph above summarizes how this job stacks up against your stated preferences.
Unlock your full match with Apt ProStart with the AI-powered career test to unlock your personal career mentor, full company insights, and a personalized job board designed around your goals.
Responsibilities
Build and cultivate a book of business by delivering personalized investment strategies and goals-based financial planning.
Deepen existing client relationships by offering tailored advised solutions and integrating with internal Chase branch partners.
Provide holistic financial coaching to clients beyond basic investment management.
Educate clients on digital platforms and technology tools to help them manage and monitor their accounts.
Demonstrate sound business judgment, deep financial market knowledge, and high ethical standards in all client interactions.
Collaborate with branch colleagues and champion team goals while supporting an inclusive workplace culture.
Qualifications
At least two years of experience as a financial advisor or in an equivalent financial services role.
Demonstrated track record in client acquisition, relationship building, and collaborative partner integration.
Proven commitment to and ability in delivering goals-based financial advice and planning.
Active and valid FINRA Series 7 license.
Active FINRA Series 66 (or combined Series 63 and 65) license, or the ability to obtain it within 60 days of employment.
Active Life, Health, and Long-Term Care Insurance license, or the ability to obtain it within 60 days of employment.
Certified Financial Planner (CFP) certification.
Bachelor's degree in finance, business, economics, or a related field.
Work Environment
Full-time, on-site role based out of the branch location in Wheaton, Illinois.
Standard 40-hour work week aligned with retail banking and branch operating hours.
Collaborative and client-facing environment integrated within the local branch team.
Benefits & Perks
Competitive total rewards package including base salary alongside discretionary incentive compensation or commission-based pay.
Comprehensive health care coverage, mental health support, and access to on-site wellness resources.
Retirement savings plan with employer matching, backup childcare services, and financial coaching programs.
Tuition reimbursement and dedicated internal mobility opportunities across a large global financial institution.