Private Wealth Advisor - Holistic Planning for Families

Testing Site - JPMC; Chicago (IL); On-site; USD 100,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families in the Chicago area.

You will interact with clients, build relationships, and leverage digital channels to enhance the investor experience. The role requires a minimum of 2 years in a Financial Advisor capacity, a Series 7 license, and a Series 66 or eligibility within 60 days.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and retain clients and work with partners.
• Commitment to goals-based financial planning and advice.
• Must hold an active Series 7 license.
• Must obtain/hold Series 66 license (63/65) within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain integrity and always act in clients' best interests.
• Provide holistic financial coaching beyond investments and explore digital tools for client engagement.

Skills

Relationship building

Client acquisition

Financial planning

Industry knowledge

Education

Series 7 license

Series 66 license

Life/Health/LTC license

CFP certification (preferred)

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families in the Chicago area.

You will interact with clients, build relationships, and leverage digital channels to enhance the investor experience. The role requires a minimum of 2 years in a Financial Advisor capacity, a Series 7 license, and a Series 66 or eligibility within 60 days.