Private Wealth Advisor: Holistic Planning & Digital

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 80,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advised solutions for individuals and families in Chicago. You’ll build client relationships, provide investment guidance, and partner referrals to deepen client experiences.

The role emphasizes integrity, market knowledge, and digital skills to help clients bank anytime, anywhere. A strong track record in client growth and appropriate licenses is essential.

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.
• Valid and active Series 7 license is required.
• Valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role.
• Valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role.

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 clients through relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity in serving clients’ needs.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients become more digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Education

Bachelor's degree

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advised solutions for individuals and families in Chicago. You’ll build client relationships, provide investment guidance, and partner referrals to deepen client experiences.

The role emphasizes integrity, market knowledge, and digital skills to help clients bank anytime, anywhere. A strong track record in client growth and appropriate licenses is essential.