Private Client Advisor - Wealth Planning & Relationships

JPMorganChase; Rockford (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance through Chase Wealth Management.

You will serve a diverse client base, from beginners to high-net-worth individuals, building lasting relationships and offering advised solutions with partner referrals. You will leverage market insights and digital tools to enhance the client experience, drive growth, and ensure regulatory compliance while upholding the firm’s standards and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting.
• A valid and active 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 with leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that prioritizes doing right by clients.
• Educate clients on technology and channels to monitor, maintain, and handle 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

Client acquisition

Relationship management

Goals-based planning

Investment knowledge

Integrity and ethics

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance through Chase Wealth Management.

You will serve a diverse client base, from beginners to high-net-worth individuals, building lasting relationships and offering advised solutions with partner referrals. You will leverage market insights and digital tools to enhance the client experience, drive growth, and ensure regulatory compliance while upholding the firm’s standards and