Private Client Wealth Advisor: Relationships & Planning

Testing Site - JPMC; Evanston (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive planning and tailored investment solutions for individuals and families.

You will build relationships, understand client needs, and coordinate with partners to deepen client engagement. The role requires 2+ years in financial advising, Series 7 and Series 66 licenses (or obtaining within 60 days), and Life/Health/LTC insurance licensing or progression.

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.

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. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their 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

Relationship management

Client acquisition

Goals-based planning

Financial planning

Investment knowledge

Education

Bachelor’s degree

CFP certification

Job description

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive planning and tailored investment solutions for individuals and families.

You will build relationships, understand client needs, and coordinate with partners to deepen client engagement. The role requires 2+ years in financial advising, Series 7 and Series 66 licenses (or obtaining within 60 days), and Life/Health/LTC insurance licensing or progression.