Private Client Wealth Advisor

Aumni; Lake Zurich (IL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will offer comprehensive financial planning and advisory services to individuals and families, building lasting client relationships and delivering tailored investment solutions. Responsibilities include growing a book of business, guiding clients through markets, and leveraging digital tools to enhance the investor experience.

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 (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 clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity in client service.
• 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 be digitally confident.

Skills

Client relationships

Financial advisory

Regulatory licenses

Education

Bachelor’s degree preferred

CFP (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will offer comprehensive financial planning and advisory services to individuals and families, building lasting client relationships and delivering tailored investment solutions. Responsibilities include growing a book of business, guiding clients through markets, and leveraging digital tools to enhance the investor experience.