Private Wealth Advisor - Relationship-Driven Planning

JPMorgan Chase & Co.; Champaign (IL); On-site; USD 80,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Illinois seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families, leveraging a broad product platform and digital tools to enhance the client experience.

You will build trusted relationships, identify opportunities through referrals, and provide guidance on risk, cash flow, and estate considerations while upholding the firm’s standards for integrity and client service.

Qualifications

• Requires or will obtain Series 7, Series 66 within 60 days of starting
• Requires Life, Health and Long Term Care licenses within 60 days of starting
• CFP certification preferred or a clear path to certification

Responsibilities

• Build a book of business and deliver investment solutions via relationships and referrals
• Provide comprehensive financial planning and advice for individuals and families
• Demonstrate market knowledge and sound financial judgement
• Uphold integrity and fiduciary duties to clients

Skills

Client relationships

Financial planning

Sales / client acquisition

Regulatory compliance

Digital tools adoption

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Illinois seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families, leveraging a broad product platform and digital tools to enhance the client experience.

You will build trusted relationships, identify opportunities through referrals, and provide guidance on risk, cash flow, and estate considerations while upholding the firm’s standards for integrity and client service.