Private Client Advisor - Wealth & Digital Solutions

JPMorgan Chase & Co.; Schererville (IN); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, helping them meet their financial goals with personalized investment solutions.

You will build a book of business through client relationships, staying informed on market conditions and leveraging digital tools to deliver an exceptional investor experience.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Active Series 7 required; Series 66 (63/65) within 60 days of start.
• Life, Health and Long Term Care Insurance licenses required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates' goals and the bank's diversity initiatives.
• Demonstrate understanding of financial markets and sound judgment.
• Provide holistic view of client needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor investments.
• Embrace digital innovations to enhance client experience.

Skills

Client acquisition

Relationship building

Financial advisory

Business development

Integrity

Education

Bachelor's degree (preferred)

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, helping them meet their financial goals with personalized investment solutions.

You will build a book of business through client relationships, staying informed on market conditions and leveraging digital tools to deliver an exceptional investor experience.