Private Client Advisor – Wealth Management, Chicago

JPMorganChase; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Commission-based pay

Wellness programs

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families. You will build lasting client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes holistic financial coaching, education on digital tools, and a strong commitment to integrity, with opportunities to grow a book of business across diverse client needs.

Qualifications

• At least 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

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills.
• This will be done with a consistent focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of the firm's 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

Relationship building

Client acquisition

Goals-based planning

Financial advisory

Regulatory knowledge

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families. You will build lasting client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes holistic financial coaching, education on digital tools, and a strong commitment to integrity, with opportunities to grow a book of business across diverse client needs.