Private Client Wealth Advisor - Relationship & Planning

Testing Site - JPMC; Oak Park (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Chase Wealth Management is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families, supporting a broad range of clients from new savers to high-net-worth individuals.

You will build a book of business, rely on leadership and relationship-building skills, and deliver tailored investment solutions with a practice focused on relationship management rather than portfolio management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Licensing requirements: Series 7, Series 66 (63/65) or to be obtained within 60 days of start.
• License for Life, Health and Long Term Care Insurance required or to be obtained within 60 days of start.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills, with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in the best interests of clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase in Chase Wealth Management is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families, supporting a broad range of clients from new savers to high-net-worth individuals.

You will build a book of business, rely on leadership and relationship-building skills, and deliver tailored investment solutions with a practice focused on relationship management rather than portfolio management.