Private Wealth Advisor

Fairygodboss

Vernon Hills (IL)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Job summary

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

You will represent our brand, deliver investment solutions, and deepen client relationships through trusted guidance. The role emphasizes relationship management, client acquisition, and collaboration with partners; requires Series 7 and Series 66 licenses, plus Life/Health/LTC licenses, and a

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Proven success in acquiring and maintaining clients and collaborating with partners.
Ability and commitment to goals-based planning and advice.
Active Series 7 and Series 66 required or to be obtained within 60 days; Life, Health and LTC licenses required or to be obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Provide comprehensive financial planning and advice to individuals and families.
Demonstrate a deep understanding of financial markets and sound judgement.
Exhibit unwavering integrity in doing right by clients.
Educate clients on digital tools to monitor, maintain, and manage investments.
Provide holistic financial coaching beyond investments.