Private Client Advisor — Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Roscoe Township (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

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

You will build a client book, rely on leadership and relationships, and integrate with key partners to enhance client experiences. Required licenses include Series 7 and Series 66 (63/65) or be able to obtain within 60 days, plus Life/Health/LTC licenses or obtain within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Strong emphasis on goals-based planning and advice.
• Licenses: Series 7 and Series 66 (63/65) or must obtain within 60 days of starting.
• Licenses for Life, Health, and Long-Term Care insurance required 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 understanding of financial markets and sound business judgement
• Educate clients on technology and channels for managing investments
• Maintain integrity and act in clients' best interests
• Collaborate with Chase partners to deepen client relationships

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

CFP certification

Job description

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

You will build a client book, rely on leadership and relationships, and integrate with key partners to enhance client experiences. Required licenses include Series 7 and Series 66 (63/65) or be able to obtain within 60 days, plus Life/Health/LTC licenses or obtain within 60 days.