Private Client Advisor: Holistic Wealth & Digital

Testing Site - JPMC; Springfield (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. This role focuses on building a book of business and delivering tailored investment solutions, leveraging trusted relationships and modern digital tools.

This position emphasizes client service, regulatory compliance, and ongoing education of clients on market trends and available channels to monitor

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• Certified Financial Planning (CFP) certification is preferred.
• Bachelor’s degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Digital literacy

Education

Bachelor's degree (preferred)

Tools

Series 7

Series 66

Life/Health/ LTC license

Job description

JPMorgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. This role focuses on building a book of business and delivering tailored investment solutions, leveraging trusted relationships and modern digital tools.

This position emphasizes client service, regulatory compliance, and ongoing education of clients on market trends and available channels to monitor