Relationship-Driven Wealth Advisor

JPMorgan Chase & Co.; Roscoe Township (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance to individuals and families.

You will build strong client relationships and coordinate with partners to deliver customized solutions that meet diverse financial needs. You will operate with high integrity, educate clients on digital channels, and focus on holistic wealth management beyond assets, while leveraging the bank's brand and

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care insurance license required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients monitor and manage investments.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets

Education

Bachelor's degree

CFP preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance to individuals and families.

You will build strong client relationships and coordinate with partners to deliver customized solutions that meet diverse financial needs. You will operate with high integrity, educate clients on digital channels, and focus on holistic wealth management beyond assets, while leveraging the bank's brand and