Private Wealth Advisor: Relationship-Driven & Digital

Testing Site - JPMC; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Chicago to deliver comprehensive financial planning and personalized investment guidance for individuals and families.

You will build relationships, leverage digital tools, and work with partners to provide advised solutions. A minimum of 2 years in a financial advisory role, Series 7 and Series 66, plus Life/Health/LTC licenses (or obtained within 60 days) is required; CFP is preferred.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Ability to acquire, cultivate and maintain client relationships and integrate with key partners
• Commitment to goals-based planning and advice
• Active Series 7 license
• Active Series 66 (63/65) required or obtained within 60 days of starting
• Active Life, Health and Long Term Care Insurance license required or obtained within 60 days of starting

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
• 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 them to monitor and manage 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 building

Goals-based planning

Financial markets understanding

Integrity

Digital literacy

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Chicago to deliver comprehensive financial planning and personalized investment guidance for individuals and families.

You will build relationships, leverage digital tools, and work with partners to provide advised solutions. A minimum of 2 years in a financial advisory role, Series 7 and Series 66, plus Life/Health/LTC licenses (or obtained within 60 days) is required; CFP is preferred.