Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families, using a high-touch, relationship-driven approach.

You will help clients monitor and adjust investments with guidance from Chase Wealth Management. The role emphasizes integrity, collaboration with partners, and leveraging digital tools to broaden client engagement.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and retain clients and collaborate with partners.
• Commitment to goals-based planning and tailored financial advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investment guidance to clients and families.
• Demonstrate knowledge of financial markets and sound judgement.
• Uphold integrity and fiduciary standards in client interactions.
• Educate clients on digital tools and channels to monitor investments.
• Support clients with comprehensive financial coaching beyond investments.
• Leverage Chase Wealth Management resources to enhance client experience.

Skills

Client acquisition

Relationship management

Partnership collaboration

Series 7 license

Series 66 license

Life/Health/LTC license

Bilingual English/Spanish

Financial advisory

Education

Bachelor’s degree preferred

Job description

J.P. Morgan Chase in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families, using a high-touch, relationship-driven approach.

You will help clients monitor and adjust investments with guidance from Chase Wealth Management. The role emphasizes integrity, collaboration with partners, and leveraging digital tools to broaden client engagement.