National Wealth Advisor — Personal Financial Planning

JPMorganChase; Chicago (IL); On-site; USD 95,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Chicago seeks a Personal Advisor in Wealth Management to partner with clients, create tailored financial plans, and match clients with curated investment portfolios. You will meet clients by video or phone, offer ongoing advice, and work within a team-based office to manage a full client book.

The role requires Series 7 and Series 66 licenses or ability to obtain within 60 days; licensure across states is expected. Bachelor’s preferred; CFP preferred.

Qualifications

• Active Series 7 license.
• Active Series 66 (63/65) license required or to be obtained within 60 days.
• Licensed in all states or ability to obtain licensing across states.

Responsibilities

• Meet clients via appointments, video, or phone to build personalized financial plans.
• Recommend investment portfolios designed and managed by Chase CIO.
• Advise existing clients and navigate their financial priorities with comprehensive planning.
• Collaborate in a team-based office to support the full client book.

Skills

Series 7

Series 66 (63/65)

State licensure

Education

Bachelor's degree preferred

CFP preferred

Job description

J.P. Morgan Chase in Chicago seeks a Personal Advisor in Wealth Management to partner with clients, create tailored financial plans, and match clients with curated investment portfolios. You will meet clients by video or phone, offer ongoing advice, and work within a team-based office to manage a full client book.

The role requires Series 7 and Series 66 licenses or ability to obtain within 60 days; licensure across states is expected. Bachelor’s preferred; CFP preferred.