Private Wealth Advisor: Relationship & Planning Leader

JPMorgan Chase & Co.; McHenry (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families, leveraging our broad product platform and digital tools.

You will build lasting client relationships, collaborate with Chase Wealth Management partners, and guide clients through markets with integrity while educating them on digital channels to monitor and manage their investments.

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
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• 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 as a condition of employment

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 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.
• 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

Relationship-building

Client acquisition

Goals-based planning

Financial markets understanding

Integrity and ethics

Education

Bachelor's degree preferred

Certified Financial Planning CFP

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families, leveraging our broad product platform and digital tools.

You will build lasting client relationships, collaborate with Chase Wealth Management partners, and guide clients through markets with integrity while educating them on digital channels to monitor and manage their investments.