Private Client Advisor – Holistic Wealth Solutions

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 70,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will rely on leadership and relationship-building to grow a client base, integrate with partners, and provide an exceptional investor experience using our digital platforms. The role emphasizes integrity, ongoing education for clients, and a holistic view of clients' needs as the bank

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
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• 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

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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

Series 7 license

Series 66 license

Life/Health/LTC license

Client acquisition

Goals-based planning

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Chicago is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will rely on leadership and relationship-building to grow a client base, integrate with partners, and provide an exceptional investor experience using our digital platforms. The role emphasizes integrity, ongoing education for clients, and a holistic view of clients' needs as the bank