Private Client Wealth Advisor

JPMorgan Chase & Co.; Bloomington (IL); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will help clients build wealth and navigate financial decisions with tailored guidance and a focus on service excellence. Leverage your licensing (Series 7/66 and Life/Health), along with proven client acquisition and relationship-building skills, to grow a strong book of business.

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.
• Proven ability and commitment to goals-based planning and advice.
• A valid and active Series 7, and Series 66 (63/65) license or obtain within 60 days.
• A valid Life, Health and Long Term Care Insurance license or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic coverage of clients' financial needs beyond investments.
• Leverage digital tools to help clients be more digitally confident and bank how they want.

Skills

Financial advising

Client acquisition

Relationship management

Goals-based planning

Licensing: Series 7

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will help clients build wealth and navigate financial decisions with tailored guidance and a focus on service excellence. Leverage your licensing (Series 7/66 and Life/Health), along with proven client acquisition and relationship-building skills, to grow a strong book of business.