Private Client Advisor: Wealth Planning & Relationships

Testing Site - JPMC

Skokie (IL)

On-site

USD 80,000 - 115,000

Full time

14 days+

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Job summary

JPMorgan Chase in the United States is seeking a Private Client Advisor for Chase Wealth Management to deliver personalized financial planning and investment guidance to individuals and families. You will support clients across a spectrum from new savers to high-net-worth individuals, offering advised solutions and referrals to deepen relationships.

The role emphasizes relationship management, integrity, and the use of digital tools to enhance the investor experience and accessibility of

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.
Commitment to goals-based planning and advice.

Responsibilities

Champion and support teammates’ success and the goals of the bank, fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions focusing on relationship management.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit integrity and do right by clients at every opportunity.
Educate clients on technology and channels 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 bank when, where, and how they want.