Private Client Advisor: Holistic & Digital Wealth Planning

JPMorgan Chase & Co.; Norridge (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Illinois. You will provide comprehensive financial planning and investment guidance to individuals and families, focusing on goals-based advice and strong client relationships.

You will build a book of business, collaborate with partners, and stay current on markets. Licenses and registrations are required or must be obtained within 60 days of starting.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and manage clients and collaborate with partners.
• Commitment to goals-based planning and delivering advice.
• Active Series 7 and Series 66 licenses or must obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Offer comprehensive financial planning and advice for individuals and families.
• Demonstrate understanding of financial markets and prudent judgement.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to enhance client interactions.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial markets knowledge

Client service excellence

Education

Bachelor's degree preferred

Certified Financial Planner (CFP) preferred

Tools

Series 7

Series 66 (63/65) license

Life/Health/Long Term Care license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Illinois. You will provide comprehensive financial planning and investment guidance to individuals and families, focusing on goals-based advice and strong client relationships.

You will build a book of business, collaborate with partners, and stay current on markets. Licenses and registrations are required or must be obtained within 60 days of starting.