Private Client Advisor — Relationship-Driven Wealth Planning

Testing Site - JPMC; Niles (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families.

Build a book of business, rely on leadership and referrals, and provide a holistic client experience across digital and traditional channels. The role requires relevant licenses (Series 7/66 or equivalents) with 60-day onboarding, plus Life/Health/LTC licenses.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Strong commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66 required or to be obtained within 60 days.
• Life, Health and Long Term Care licenses required or to be obtained within 60 days.

Responsibilities

• Grow a book of business by delivering personalized investment solutions and practicing relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Uphold integrity and client-centric ethics in all interactions.
• Educate clients on technology and digital channels for monitoring investments.
• Offer holistic financial coaching beyond investments.
• Promote digital adoption to enable clients to bank where and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families.

Build a book of business, rely on leadership and referrals, and provide a holistic client experience across digital and traditional channels. The role requires relevant licenses (Series 7/66 or equivalents) with 60-day onboarding, plus Life/Health/LTC licenses.