Private Client Wealth Advisor — Digital-First Investing

JPMorganChase; West Cook (MN); On-site; GBP 60,000 - 90,000; Full time

Job summary

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

You will support a broad range of clients, from new savers to high-net-worth individuals, delivering advised solutions and leveraging partner referrals to deepen client relationships. You will build a trusted investor experience, participate in education about available technology channels, and strive to exceed client

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.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Support clients with comprehensive financial planning and advice.
• Demonstrate understanding of financial markets and sound business judgement.
• Provide investment guidance aligned with clients' needs and goals.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.
• Leverage Chase digital platforms to enhance client experience.

Skills

Financial advisory

Client relationship building

Goals-based planning

Licensing knowledge

Education

Bachelor's degree

CFP certification preferred

Job description

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

You will support a broad range of clients, from new savers to high-net-worth individuals, delivering advised solutions and leveraging partner referrals to deepen client relationships. You will build a trusted investor experience, participate in education about available technology channels, and strive to exceed client