Private Client Advisor: Wealth & Digital Solutions

JPMorgan Chase & Co.; Munster (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment guidance to individuals and families, from new savers to high-net-worth clients.

You will deliver advised solutions, leverage Chase referrals, and maintain exceptional client service while growing a personal book of business and staying current on market trends.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 (63/65) licenses required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with relationship focus.
• Demonstrate understanding of financial markets and sound business judgment.
• Provide holistic financial coaching beyond investments and leverage Chase resources.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with partners to deepen client relationships and referrals.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment guidance to individuals and families, from new savers to high-net-worth clients.

You will deliver advised solutions, leverage Chase referrals, and maintain exceptional client service while growing a personal book of business and staying current on market trends.