Personal Wealth Advisor: Custom Planning & Investments

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Personal Advisor within Wealth Management's National Branch Personal Advising group to partner with clients and craft custom financial plans.

You will meet clients via video or phone, build personalized plans, and match clients with investment portfolios managed by the Chief Investment Officer. You will provide ongoing advice to existing clients, helping them navigate changing priorities and supporting a holistic, goals-based approach within a team-based office

Qualifications

• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting.
• This role requires you to be licensed in all states.
• Bachelor’s degree preferred; CFP preferred.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients reach goals.
• Convert high quality leads into new clients and maintain those relationships.
• Use a solution-oriented mindset for best outcomes for all clients.

Skills

Investment concepts

Wealth planning

Relationship management

Education

Bachelor’s degree preferred

CFP preferred

Job description

JPMorgan Chase & Co. seeks a Personal Advisor within Wealth Management's National Branch Personal Advising group to partner with clients and craft custom financial plans.

You will meet clients via video or phone, build personalized plans, and match clients with investment portfolios managed by the Chief Investment Officer. You will provide ongoing advice to existing clients, helping them navigate changing priorities and supporting a holistic, goals-based approach within a team-based office