Private Client Advisor, Wealth Management | Chicago

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

Job summary

J.P. Morgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Chicago to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build client relationships, collaborate with partners, and guide clients through market developments while upholding high ethical standards and a client-first mindset.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship building.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) required or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and prudent judgement.
• Uphold integrity and focus on client-centric service.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Chicago to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build client relationships, collaborate with partners, and guide clients through market developments while upholding high ethical standards and a client-first mindset.