Private Client Wealth Advisor

Aumni; Illinois; On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will grow a book of business through strong relationship-building, while applying goals-based planning and leveraging digital channels to enhance the client experience. The role emphasizes integrity, client coaching, and the ability to partner with other Chase teams to deliver holistic financial

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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 (63/65) 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 to your clients 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 and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident in banking.

Skills

Financial advisory

Client acquisition

Relationship management

Goals-based planning

Digital channel adoption

Interpersonal communication

Education

Bachelor’s degree

CFP certification (preferred)

Job description

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

You will grow a book of business through strong relationship-building, while applying goals-based planning and leveraging digital channels to enhance the client experience. The role emphasizes integrity, client coaching, and the ability to partner with other Chase teams to deliver holistic financial