Private Wealth Advisor — Holistic Planning & Digital Tools

Next Frontier Capital; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Chicago is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build strong client relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client engagements. This position requires a minimum of 2 years in a financial advisory role, active Series 7 and Series 66 licenses, and Life/Health/Long Term Care licenses or ability to

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key referrals.
• Proven ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care insurance license or must be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgment.
• Uphold integrity and do right by clients.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Client acquisition

Relationship management

Financial planning

Regulatory compliance

Communication

Education

Bachelor’s degree

CFP (preferred)

Job description

J.P. Morgan Chase in Chicago is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build strong client relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client engagements. This position requires a minimum of 2 years in a financial advisory role, active Series 7 and Series 66 licenses, and Life/Health/Long Term Care licenses or ability to