Private Client Advisor: Wealth Planning & Digital Guidance

Next Frontier Capital; Wilmette (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive total rewards package

Job summary

JPMorgan Chase seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build a book of business, rely on leadership and relationships, and offer invested solutions and referrals to deepen client relationships.

You will help clients monitor and manage their investments, embrace digital tools, and deliver an exceptional investor experience with integrity and client focus.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship building.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and integrity in client service.
• Educate clients on available technology and channels to monitor investments.
• Offer a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Communication

Industry knowledge

Education

Series 7

Series 66

Life, Health & LTC license

Job description

JPMorgan Chase seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build a book of business, rely on leadership and relationships, and offer invested solutions and referrals to deepen client relationships.

You will help clients monitor and manage their investments, embrace digital tools, and deliver an exceptional investor experience with integrity and client focus.