Private Client Wealth Advisor - Holistic Planning

JPMorgan Chase & Co.; Orland Park (IL); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Illinois. You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering tailored investment solutions.

The role emphasizes client relationships, market understanding, integrity, and guidance on using digital tools to monitor and manage investments. You will work with clients to educate them on options, coordinate with partners, and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license is 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 licenses required or must be obtained within 60 days of starting.
• CFP certification is preferred; Bachelor's degree is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Demonstrate integrity and ethical guiding principles in client interactions.
• Educate clients on technology and channels to monitor, manage, and access investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and bank when and where they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Illinois. You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering tailored investment solutions.

The role emphasizes client relationships, market understanding, integrity, and guidance on using digital tools to monitor and manage investments. You will work with clients to educate them on options, coordinate with partners, and