Elite Private Client Advisor — Wealth Management

Fairygodboss; Wheaton (IL); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Competitive total rewards package

On-site wellness centers

Retirement savings plan

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build relationships, provide advised solutions, and referrals to deepen client partnerships.

The role emphasizes client-centric investment strategies, technology-enabled monitoring, and a holistic view of financial needs across life stages, with a strong focus on integrity and service excellence.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to provide goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with leadership and relationship-building skills.
• Champion and support teammates' success and the goals of the bank while fostering diversity.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Demonstrate integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build relationships, provide advised solutions, and referrals to deepen client partnerships.

The role emphasizes client-centric investment strategies, technology-enabled monitoring, and a holistic view of financial needs across life stages, with a strong focus on integrity and service excellence.