Private Client Advisor: Wealth Planning & Digital Insights

JPMorgan Chase & Co.; McHenry (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in McHenry, Illinois seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build relationships, deliver tailored investment solutions, and deepen client partnerships through collaboration with Chase partners. The role emphasizes investment guidance, risk awareness, and a client-centric approach that combines digital tools with strong relationship management to create a

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.
• Active Series 7 license is required.
• 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.
• 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 by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio 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 better 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

Relationship management

Goals-based planning

Client acquisition

Financial advisory

Education

CFP certification preferred

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in McHenry, Illinois seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build relationships, deliver tailored investment solutions, and deepen client partnerships through collaboration with Chase partners. The role emphasizes investment guidance, risk awareness, and a client-centric approach that combines digital tools with strong relationship management to create a