Private Client Wealth Advisor – Holistic Planning & Digital

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Private Client Advisor in Chicago to offer comprehensive financial planning and personalized investment solutions. The ideal candidate has at least 2 years as a Financial Advisor, a valid Series 7 license, and will excel in client relationships. The position emphasizes holistic financial coaching that goes beyond investments, ensuring clients receive the best support as they manage their financial needs. Strong interpersonal skills and a commitment to diversity are essential.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion teammates’ success and diversify culture.
• Build a book of business with personalized investment solutions.
• Educate clients on available technology and channels.

Skills

Client acquisition

Relationship management

Financial planning

Financial coaching

Educational skills for clients

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 or 63/65 license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is looking for a Private Client Advisor in Chicago to offer comprehensive financial planning and personalized investment solutions. The ideal candidate has at least 2 years as a Financial Advisor, a valid Series 7 license, and will excel in client relationships. The position emphasizes holistic financial coaching that goes beyond investments, ensuring clients receive the best support as they manage their financial needs. Strong interpersonal skills and a commitment to diversity are essential.