Private Client Wealth Advisor for Growth & Planning

JPMorganChase; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Chicago seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families, building strong client relationships with a focus on personalized service.

Required: at least 2 years as a Financial Advisor or in Financial Services, active Series 7 and Series 66 (or 63/65) licenses, and Life, Health and Long-Term Care licenses or pending.

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 (or 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 by relying on leadership and relationship‑building skills, with a consistent focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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 when, where, and how they want.

Skills

Financial Advisory

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase in Chicago seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families, building strong client relationships with a focus on personalized service.

Required: at least 2 years as a Financial Advisor or in Financial Services, active Series 7 and Series 66 (or 63/65) licenses, and Life, Health and Long-Term Care licenses or pending.