Private Client Wealth Advisor & Relationship Builder

JPMorgan Chase & Co.; Winnetka (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Winnetka, IL, is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management.

You will build long-term client relationships and provide tailored solutions to individuals and families, leveraging a broad product platform and digital tools. You will work with a team committed to integrity, client service excellence, and inclusive financial planning, while navigating markets to help clients achieve their

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) either obtained or within 60 days of start.
• Active Life, Health, and Long Term Care insurance licenses or obtained within 60 days.

Responsibilities

• Champion and support teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationships.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain unwavering integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic client needs coaching beyond investments.
• Embrace digital innovations to help clients bank the way they want.

Skills

Client relationship building

Financial advisory experience

Goals-based planning

Regulatory licenses

Education

Bachelor's degree preferred

CFP (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Winnetka, IL, is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management.

You will build long-term client relationships and provide tailored solutions to individuals and families, leveraging a broad product platform and digital tools. You will work with a team committed to integrity, client service excellence, and inclusive financial planning, while navigating markets to help clients achieve their