Private Client Wealth Advisor

Aumni; Wilmette (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advisory services to individuals and families within Chase Wealth Management.

You will build strong client relationships, deliver personalized investment solutions, and leverage partner referrals to expand the client base. The role emphasizes fiduciary integrity, holistic client coaching, and the use of 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 license is required.
• 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 your clients focusing on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that supports doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank how they want.

Skills

Relationship-building

Goals-based planning

Client acquisition

Financial markets knowledge

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advisory services to individuals and families within Chase Wealth Management.

You will build strong client relationships, deliver personalized investment solutions, and leverage partner referrals to expand the client base. The role emphasizes fiduciary integrity, holistic client coaching, and the use of digital tools to enhance the investor experience.