Private Client Advisor: Wealth Planning & Solutions

JPMorganChase; Edwardsville (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business, deliver personalized investment solutions, and rely on leadership, relationship skills, and digital tools to deepen client relationships. This role requires integrity, a client‑centric mindset, and collaboration with partners to help clients monitor, adjust, and achieve their

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.
• A valid and active Series 66 (or 63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 by relying on leadership and relationship‑building skills, with a consistent focus on relationship management, not portfolio 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.
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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

Client relationships

Financial planning

Goal-based planning

Digital tooling

Education

Bachelor's degree

Tools

Series 7 license

Series 66 (or 63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business, deliver personalized investment solutions, and rely on leadership, relationship skills, and digital tools to deepen client relationships. This role requires integrity, a client‑centric mindset, and collaboration with partners to help clients monitor, adjust, and achieve their