Private Client Wealth Advisor

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions.

You will interact with clients to understand needs, offer advised solutions, and deepen relationships through trusted referrals and partner networks. The role requires robust knowledge of financial markets, strong integrity, and a commitment to outstanding service for individuals and families across wealth ranges.

Qualifications

• 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 and Series 66 (63/65) license required or to be obtained within 60 days.
• A valid and active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills.
• Offer comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• 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 be digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Regulatory licenses

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions.

You will interact with clients to understand needs, offer advised solutions, and deepen relationships through trusted referrals and partner networks. The role requires robust knowledge of financial markets, strong integrity, and a commitment to outstanding service for individuals and families across wealth ranges.