Private Client Wealth Advisor: Relationship & Planning

JPMorgan Chase & Co.; Worth (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice for individuals and families seeking personalized investment solutions.

You will build strong client relationships, leverage leadership and digital channels, and collaborate with partners to meet clients' financial needs. You will guide clients through financial markets with integrity, offering holistic coaching, and embrace digital tools to enhance the

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Active Series 7 and Series 66 (63/65) licenses or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
• Proven ability to acquire and manage client relationships with partners.
• Demonstrated goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Relationship building

Client acquisition

Financial market knowledge

Compliance awareness

Digital literacy

Education

Bachelor's degree

CFP preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice for individuals and families seeking personalized investment solutions.

You will build strong client relationships, leverage leadership and digital channels, and collaborate with partners to meet clients' financial needs. You will guide clients through financial markets with integrity, offering holistic coaching, and embrace digital tools to enhance the