Private Client Advisor — Wealth Planning & Digital Tools

Fairygodboss; Rockford (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build trusted client relationships, demonstrate market insight, and collaborate with partners to expand the client book, with required licenses (Series 7, Series 66) and Life/Health/LTC insurance; CFP is preferred and a Bachelor's degree is desirable.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Licensing requirements: Series 7 and Series 66 (63/65) or obtain within 60 days of starting role.
• Life, Health and Long Term Care Insurance licenses required or 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 deep understanding of financial markets and sound business judgment.
• Foster a culture of integrity and client-first service.
• Educate clients on technology and channels to monitor investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Digital channel education

Education

Bachelor's degree (preferred)

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build trusted client relationships, demonstrate market insight, and collaborate with partners to expand the client book, with required licenses (Series 7, Series 66) and Life/Health/LTC insurance; CFP is preferred and a Bachelor's degree is desirable.