Private Client Advisor - Wealth Planning & Digital

JPMorgan Chase & Co.; Glenview (IL); On-site; USD 90,000 - 165,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will help clients across wealth spectrums, building strong relationships and delivering tailored investment solutions through trusted leadership and digital tools. The role emphasizes relationship management, client coaching, and access to a broad leadership platform to deepen client engagement and provide an

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license or to be obtained within 60 days of starting.
• Strong ability to acquire and cultivate client relationships and partner with bank partners.
• Familiarity with goals-based planning and financial advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship management

Goal-based planning

Communication skills

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will help clients across wealth spectrums, building strong relationships and delivering tailored investment solutions through trusted leadership and digital tools. The role emphasizes relationship management, client coaching, and access to a broad leadership platform to deepen client engagement and provide an