Private Client Advisor, Wealth Planning & Relationships

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

Job summary

A leading financial services company in Chicago is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships, deliver personalized investment solutions, and educate clients on available technologies. Ideal candidates must have relevant financial experience, a valid Series 7 and 66, and a commitment to goals-based planning. This position emphasizes integrity, relationship management, and the ability to understand diverse client needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid Series 7, Series 66, and insurance licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound business judgement.
• Provide holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial coaching

Digital innovation

Education

Bachelor’s degree

Job description

A leading financial services company in Chicago is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships, deliver personalized investment solutions, and educate clients on available technologies. Ideal candidates must have relevant financial experience, a valid Series 7 and 66, and a commitment to goals-based planning. This position emphasizes integrity, relationship management, and the ability to understand diverse client needs.