Private Client Wealth Advisor - Holistic Planning

Testing Site - JPMC; Orland Park (IL); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will support clients from new savers to high-net-worth individuals, delivering advised solutions and referrals to deepen relationships.

You will help build a book of business, manage client relationships, and stay informed about market developments while upholding the firm’s standards and commitment to client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 active (or must be obtained within 60 days of start).
• Life, Health and Long Term Care Insurance licenses active (or must be obtained within 60 days).

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Demonstrate integrity and do right by clients.
• Educate clients on technology and channels for monitoring investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how they want to.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor’s degree

CFP certification

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will support clients from new savers to high-net-worth individuals, delivering advised solutions and referrals to deepen relationships.

You will help build a book of business, manage client relationships, and stay informed about market developments while upholding the firm’s standards and commitment to client service.