Private Client Advisor — Personalized Wealth Planning

Next Frontier Capital; Chicago (IL); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Chicago invites an experienced Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will build trusted relationships, deliver personalized investment solutions, and coordinate with Chase partners to deepen client engagement.

The role emphasizes investment advisory services, financial coaching beyond investments, and helping clients monitor and manage their wealth through accessible digital channels.

Qualifications

• 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.

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.
• 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-building

Goals-based planning

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Chicago invites an experienced Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will build trusted relationships, deliver personalized investment solutions, and coordinate with Chase partners to deepen client engagement.

The role emphasizes investment advisory services, financial coaching beyond investments, and helping clients monitor and manage their wealth through accessible digital channels.