Private Wealth Advisor - Holistic Planning & Relationships

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 160,000; Full time

Job summary

J.P. Morgan Chase & Co. in Chicago seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families, leveraging a broad investment platform and digital tech to deliver exceptional client service.

You will develop and manage client relationships, offer advised investment solutions, and coordinate with Chase partners to deepen client relationships, while maintaining a strong commitment to integrity and fiduciary principles.

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.
• Active Series 7 license.
• Active Series 66 license (63/65) or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred.
• Bachelor’s degree preferred.

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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Integrating with key partners

Goals-based planning

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase & Co. in Chicago seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families, leveraging a broad investment platform and digital tech to deliver exceptional client service.

You will develop and manage client relationships, offer advised investment solutions, and coordinate with Chase partners to deepen client relationships, while maintaining a strong commitment to integrity and fiduciary principles.