Private Client Advisor: Wealth Planning & Relationships

JPMorganChase; Deerfield (IL); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

401(k) plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management.

You will build relationships, acquire clients, and rely on your licensing credentials to provide trusted guidance across a range of investment solutions. The role emphasizes personalized service, collaboration with channel partners, and a commitment to integrity as you help clients monitor and grow their wealth using

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Experience in goals-based planning and delivering financial advice.
• Licenses listed under qualifications are required or will be obtained within defined timeframes.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Uphold integrity and act in the best interest of clients at all times.
• Embrace digital innovations to help clients bank how and where they prefer.

Education

Series 7 license

Series 66 license (63/65)

Life, Health and LTC license

CFP certification

Bachelor's degree preferred

Tools

N/A

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management.

You will build relationships, acquire clients, and rely on your licensing credentials to provide trusted guidance across a range of investment solutions. The role emphasizes personalized service, collaboration with channel partners, and a commitment to integrity as you help clients monitor and grow their wealth using