Private Client Wealth Advisor | Relationship & Planning

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chicago, Illinois, to offer comprehensive financial planning and investment solutions to individuals and families. You will leverage your expertise to support a diverse range of clients and provide a superior investor experience.

The ideal candidate should have at least 2 years of experience in a Financial Advisor role, hold a Series 7 and Series 66 license, and possess a strong commitment to client relationships. This role emphasizes relationship management, not just portfolio management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support teammates’ success while fostering diversity.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Financial planning

Relationship management

Financial markets knowledge

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Financial software

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chicago, Illinois, to offer comprehensive financial planning and investment solutions to individuals and families. You will leverage your expertise to support a diverse range of clients and provide a superior investor experience.

The ideal candidate should have at least 2 years of experience in a Financial Advisor role, hold a Series 7 and Series 66 license, and possess a strong commitment to client relationships. This role emphasizes relationship management, not just portfolio management.