Private Wealth Advisor

Fairygodboss; Vernon Hills (IL); On-site; USD 90,000 - 140,000; Full time

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.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Licensing: Life/Health/LTC

Education

Bachelor's degree preferred

CFP certification preferred

Job description

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