Private Client Advisor: Wealth Planning & Digital Investing

Testing Site - JPMC; Oak Brook (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build trusted relationships and provide invested solutions tailored to clients' financial goals. In this role, you will support clients across wealth tiers, leverage digital tools, and collaborate with partners to deliver a superior investment experience while maintaining the bank's commitment to

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to develop client relationships and acquire new clients.
• Strong goals-based planning and advisory capabilities.
• Active Series 7 license and Series 66 (63/65) required or within 60 days.
• Life, Health and Long Term Care Insurance license required or within 60 days.

Responsibilities

• Champion team success and support diversity initiatives.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Act with unwavering integrity and do right by clients.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable digital banking.

Skills

Relationship building

Goals-based planning

Market knowledge

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life, Health and LTC license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build trusted relationships and provide invested solutions tailored to clients' financial goals. In this role, you will support clients across wealth tiers, leverage digital tools, and collaborate with partners to deliver a superior investment experience while maintaining the bank's commitment to