Elite Private Client Advisor, Wealth Management

Testing Site - JPMC; Worth (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and tailored investment advice to individuals and families.

You will build deep client relationships, deliver advised solutions, and coordinate with Chase partners to meet clients’ evolving financial needs. You will guide clients from saving to wealth accumulation, leveraging digital tools to monitor investments and stay connected.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license (63/65) 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 or must be obtained within 60 days of starting in the role as a condition of employment.
• Certified Financial Planning (CFP®) certification is preferred
• Bachelor’s degree preferred

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationships

Relationship management

Goals-based planning

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

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 tailored investment advice to individuals and families.

You will build deep client relationships, deliver advised solutions, and coordinate with Chase partners to meet clients’ evolving financial needs. You will guide clients from saving to wealth accumulation, leveraging digital tools to monitor investments and stay connected.