Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Chicago (IL); Hybrid; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago, IL, seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice. You will build lasting client relationships, offer advised solutions, and collaborate with Chase partners to deepen client ties.

You will support a wide range of clients, from new savers to affluent families, leveraging digital tools to enhance the investor experience and drive personalized outcomes.

Qualifications

• At least 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.
• Commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Relationship building

Financial planning

Client acquisition

Financial markets knowledge

Digital banking

Education

Bachelor's degree preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Chicago, IL, seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice. You will build lasting client relationships, offer advised solutions, and collaborate with Chase partners to deepen client ties.

You will support a wide range of clients, from new savers to affluent families, leveraging digital tools to enhance the investor experience and drive personalized outcomes.