Private Client Advisor: Wealth Planning & Digital Channels

Next Frontier Capital; Illinois; On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase’s Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build lasting relationships, advise on a wide range of products, and collaborate with partners to deepen client engagement in a dynamic, inclusive environment. The role requires Series 7 and 66 licenses and a Life/Health/LTC license, plus 2+ years in financial advisory.

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.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

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 focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, manage, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when they want.

Skills

Relationship-building

Client acquisition

Financial advisory

Communication skills

Regulatory licensing experience

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase’s Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build lasting relationships, advise on a wide range of products, and collaborate with partners to deepen client engagement in a dynamic, inclusive environment. The role requires Series 7 and 66 licenses and a Life/Health/LTC license, plus 2+ years in financial advisory.