Private Client Advisor: Holistic Wealth & Digital

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build a book of business and deliver personalized investment solutions by leveraging leadership and relationships with clients and partners. You will deepen client relationships, educate clients on digital tools, and deliver tailored solutions while upholding the highest standards of integrity.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven success in client acquisition and maintaining client relationships
• Commitment to goals-based planning and advice
• Active Series 7 license required
• Active Series 66 license required or must be obtained within 60 days
• Active Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days
• CFP certification is preferred
• Bachelor’s degree preferred

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building
• Demonstrate deep understanding of financial markets and sound business judgement
• Maintain integrity and do right by clients
• Educate clients on technology and channels to monitor and manage investments
• Provide holistic views of clients’ needs and financial coaching beyond investments
• Help clients become digitally confident and bank how they want

Skills

Client acquisition

Relationship-building

Goals-based planning

Investment advisory

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build a book of business and deliver personalized investment solutions by leveraging leadership and relationships with clients and partners. You will deepen client relationships, educate clients on digital tools, and deliver tailored solutions while upholding the highest standards of integrity.