Private Wealth Advisor: Holistic Planning & Digital Guidance

JPMorgan Chase & Co.; Schererville (IN); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships, provide tailored investment solutions, and collaborate with Chase partners to deepen client engagement.

The role emphasizes client education, use of digital tools, and a holistic approach to financial coaching beyond investments, within a diverse and inclusive environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days.

Responsibilities

• Champion and support your teammates’ success and the bank's goals while promoting diversity.
• Build a book of business and deliver personalized investment solutions via leadership and relationship-building, focusing on relationships over portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital innovations to help clients bank when, where, and how they want.

Skills

Series 7 license

Series 66 license (63/65)

Insurance licenses

Financial advisor experience

Client relationships

Goals-based planning

Education

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships, provide tailored investment solutions, and collaborate with Chase partners to deepen client engagement.

The role emphasizes client education, use of digital tools, and a holistic approach to financial coaching beyond investments, within a diverse and inclusive environment.