Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading global financial services firm in Chicago seeks a Private Client Advisor for Chase Wealth Management. The role focuses on providing comprehensive financial planning and investment solutions tailored to individual and family clients. Candidates must possess at least 2 years in a Financial Advisor role, along with a commitment to client acquisition and relationship management. This position offers an opportunity to educate clients using digital technology and requires various financial licenses. Strong ethical guidelines and a passion for client service are essential for this role.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to commit to goals-based planning and advice.

Responsibilities

• Champion and support team success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide holistic views of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Digital technology education

Education

Bachelor’s degree

Certified Financial Planning (CFP®) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading global financial services firm in Chicago seeks a Private Client Advisor for Chase Wealth Management. The role focuses on providing comprehensive financial planning and investment solutions tailored to individual and family clients. Candidates must possess at least 2 years in a Financial Advisor role, along with a commitment to client acquisition and relationship management. This position offers an opportunity to educate clients using digital technology and requires various financial licenses. Strong ethical guidelines and a passion for client service are essential for this role.