Private Wealth Advisor — Holistic Financial Planning

Testing Site - JPMC; Winnetka (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will build lasting client relationships and deliver an exceptional investor experience using guidance and Chase referrals. The role emphasizes goals-based planning, integrity, and educating clients on digital tools to monitor and manage investments.

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Licenses required or to be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions; focus on relationship management over portfolio management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to enhance client banking experiences.

Skills

Client acquisition

Relationship management

Financial planning

Regulatory license knowledge

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will build lasting client relationships and deliver an exceptional investor experience using guidance and Chase referrals. The role emphasizes goals-based planning, integrity, and educating clients on digital tools to monitor and manage investments.