Private Client Advisor — Wealth Management

Testing Site - JPMC; Lake Forest (IL); On-site; USD 80,000 - 140,000; Full time

Job summary

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

You will build lasting client relationships and offer tailored investment solutions with guidance from Chase partners. This role requires at least 2 years in a financial advisory capacity, strong relationship-building skills, and active Series 7 and Series 66 (63/65) licenses, with additional Life/Health/LTC licensing within 60 days

Qualifications

• Minimum 2 years in a financial advisor role or equivalent experience.
• Proven success in acquiring and maintaining clients and partnering with key channels.
• Commitment to goals-based planning and delivering advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment guidance.
• Demonstrate understanding of financial markets and sound judgement.
• Uphold high integrity and client-first service.
• Educate clients on technology and digital channels for monitoring investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to enhance client experience and accessibility.

Skills

Financial advisor experience

Client acquisition

Relationship management

Financial markets knowledge

Education

Series 7 license

Series 66 license (63/65)

Life/Health/Long Term Care license

Bachelor’s degree preferred

CFP certification preferred

Job description

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

You will build lasting client relationships and offer tailored investment solutions with guidance from Chase partners. This role requires at least 2 years in a financial advisory capacity, strong relationship-building skills, and active Series 7 and Series 66 (63/65) licenses, with additional Life/Health/LTC licensing within 60 days