Private Wealth Advisor: Personal Planning & Digital Tools

JPMorgan Chase & Co.; Bloomington (IL); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships and offer advised solutions, leveraging Chase referrals to deepen client engagement.

The role emphasizes a strong client-centric approach, working with clients from new savers to high-net-worth individuals, and involves utilizing digital tools to enhance investment monitoring and access.

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.
• A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role.

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 the firm’s clients, focusing on relationship 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.
• Educate clients on the technology and channels available to 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 how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships and offer advised solutions, leveraging Chase referrals to deepen client engagement.

The role emphasizes a strong client-centric approach, working with clients from new savers to high-net-worth individuals, and involves utilizing digital tools to enhance investment monitoring and access.