Private Client Advisor – Holistic Wealth Planning

Testing Site - JPMC

Joliet (IL)

On-site

USD 80,000 - 115,000

Full time

14 days+

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Job summary

JPMorgan Chase in Joliet, IL seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build trusted relationships, offer tailored advice, and align strategies with clients' goals while upholding the highest standards of integrity.

You will provide holistic financial coaching, leverage digital channels to engage clients, and collaborate with partners to deepen client

Qualifications

2+ years in a Financial Advisor role or equivalent financial services experience.
Proven ability to acquire and maintain clients and collaborate with partners.
Demonstrated commitment to goals-based planning and advice.
Licenses required or must be obtained within 60 days of starting: Series 7, Series 66, Life/Health/LTC.

Responsibilities

Build a book of business and deliver personalized investment solutions with a focus on relationship management.
Provide comprehensive financial planning and advice to individuals and families.
Demonstrate deep understanding of financial markets and sound business judgement.
Maintain integrity and act in clients' best interests.
Educate clients on available technology and channels to monitor and manage investments.
Offer holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital tools to enhance client engagement and service delivery.