Private Wealth Advisor: Relationship & Planning

JPMorgan Chase & Co.; Oak Park (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build and deepen client relationships, leveraging a broad platform and digital tools to meet financial needs. You will apply knowledge of markets and sound judgement while upholding the highest standards of integrity, educating clients on digital channels and the investment process to help them monitor

Qualifications

• Minimum 2 years as Financial Advisor or equivalent experience.
• Proven ability to acquire and retain clients and partner with key partners.
• Strong goals-based planning and financial guidance.
• Active Series 7 and Series 66 or obtain within 60 days of start.
• Active Life, Health and Long-Term Care insurance license or obtain within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Foster integrity and do right by clients in all interactions.

Skills

Relationship-building

Financial markets

Goals-based planning

Client acquisition

Regulatory compliance

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life/Health Insurance license

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build and deepen client relationships, leveraging a broad platform and digital tools to meet financial needs. You will apply knowledge of markets and sound judgement while upholding the highest standards of integrity, educating clients on digital channels and the investment process to help them monitor