Private Client Advisor: Holistic Wealth & Relationship Builder

JPMorgan Chase & Co.; Winnetka, Northern (IL, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Winnetka, IL seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a client book, rely on relationship-building skills, and connect clients with Chase partners for holistic financial solutions. The role emphasizes fiduciary integrity, client education on digital tools, and collaboration with the wealth management team to deepen relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Licenses required or to 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 to clients.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Foster a culture of diversity and collaborate with bank partners to serve clients.

Skills

Client acquisition

Relationship management

Financial planning

Communication skills

Education

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Winnetka, IL seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a client book, rely on relationship-building skills, and connect clients with Chase partners for holistic financial solutions. The role emphasizes fiduciary integrity, client education on digital tools, and collaboration with the wealth management team to deepen relationships.