Elite Private Client Advisor – Wealth Solutions

Next Frontier Capital; Champaign (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients across a spectrum of wealth, delivering advised solutions and leveraging Chase referrals to deepen relationships. You’ll build strong client relationships, manage a book of business, and stay current on markets while providing coaching beyond investments.

Qualifications

• Minimum 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.
• Series 7 license required.
• Series 66 (63/65) required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care license required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide holistic financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor investments.
• Embrace digital tools to help clients bank where and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree

CFP certification preferred

Job description

J.P. Morgan Chase seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients across a spectrum of wealth, delivering advised solutions and leveraging Chase referrals to deepen relationships. You’ll build strong client relationships, manage a book of business, and stay current on markets while providing coaching beyond investments.