Private Client Advisor: Wealth Planning & Digital Guidance

Aumni; Chicago (IL); On-site; USD 90,000 - 170,000; Full time

Benefits offered by this job

Benefits package

Bonuses and incentive compensation

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients from savers to high-net-worth individuals with personalized investment solutions, leveraging leadership and strong relationship skills to deepen client engagement. The role emphasizes ongoing education for clients on markets and channels, a holistic approach to client needs beyond investments, and a commitment

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license is required.
• Active Series 66 license (63/65) required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license 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 to your clients with leadership and relationship-building skills, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels 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 how they want.

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients from savers to high-net-worth individuals with personalized investment solutions, leveraging leadership and strong relationship skills to deepen client engagement. The role emphasizes ongoing education for clients on markets and channels, a holistic approach to client needs beyond investments, and a commitment