Private Client Advisor: Digital Wealth Guidance

JPMorganChase; Glenview (IL); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Health coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Backup childcare

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. The role focuses on relationship management, educating clients, and delivering tailored investment solutions while leveraging digital channels.

You will work with a broad client base, maintain integrity, and collaborate with partners to deepen client relationships across wealth management services.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (or 63/65) license or must be obtained within 60 days.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, fostering diversity.
• Build a book of business and deliver personalized investment solutions to clients.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity in serving clients and doing right by them.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how, when, and where they want.

Skills

Financial advisory

Relationship building

Client acquisition

Financial markets knowledge

Regulatory licensing

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. The role focuses on relationship management, educating clients, and delivering tailored investment solutions while leveraging digital channels.

You will work with a broad client base, maintain integrity, and collaborate with partners to deepen client relationships across wealth management services.