Private Wealth Advisor: Holistic Planning & Growth

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagements. The role emphasizes a strong client-first approach, deep market knowledge, and using digital channels to enhance the investor experience while maintaining the bank’s standards of

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.
• Commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Operate with a focus on relationship management, not portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• 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 innovations to help clients be more digitally confident and conduct banking when and where they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Insurance licens(es)

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in Chicago seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagements. The role emphasizes a strong client-first approach, deep market knowledge, and using digital channels to enhance the investor experience while maintaining the bank’s standards of