Private Client Wealth Advisor | Build Relationships & Planning

Next Frontier Capital; Rockford (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will support clients from savers to high-net-worth households, offering advised solutions and leveraging Chase referrals to deepen relationships. This role emphasizes integrity, client education on digital tools, and a holistic view of client needs, with teamwork across partners and a

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.
• Preferred CFP certification.
• Bachelor's degree preferred.

Responsibilities

• Champions and supports teammates' success and the bank's goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit 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.

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will support clients from savers to high-net-worth households, offering advised solutions and leveraging Chase referrals to deepen relationships. This role emphasizes integrity, client education on digital tools, and a holistic view of client needs, with teamwork across partners and a