Private Client Wealth Advisor

JPMorgan Chase & Co.; Rockford (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice for individuals and families.

You will grow a book of business, offer advised solutions, and collaborate with partners to deepen client relationships. You will guide clients through markets with integrity, educate on digital channels, and provide holistic financial coaching beyond investments.

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 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, leveraging leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and act in clients' best interests.
• 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 markets knowledge

Digital literacy

Integrity

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice for individuals and families.

You will grow a book of business, offer advised solutions, and collaborate with partners to deepen client relationships. You will guide clients through markets with integrity, educate on digital channels, and provide holistic financial coaching beyond investments.