Private Client Advisor — Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Champaign (IL); On-site; USD 95,000 - 140,000; Full time

Job summary

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

You will build long-term client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement. Key responsibilities include growing your book of business, applying market insight, and guiding clients through digital channels and modern investment platforms.

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.
• A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 your clients with a focus on relationship 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 monitor, maintain, and handle their investments.
• Provide a holistic view of 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

Client acquisition

Relationship building

Financial planning

Regulatory knowledge

Education

Bachelor's degree

Job description

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

You will build long-term client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement. Key responsibilities include growing your book of business, applying market insight, and guiding clients through digital channels and modern investment platforms.