Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; Evanston (IL); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions to clients from various financial backgrounds.

Qualified candidates will have at least 2 years of experience as a Financial Advisor and demonstrated success in client acquisition and relationship-building. A Series 7 license is required, along with other certifications obtainable within the first 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, maintaining relationships, and integrating with key partners.
• Ability and commitment to goals‑based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Demonstrate a passion for educating clients on technology and channels for managing investments.

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions to clients from various financial backgrounds.

Qualified candidates will have at least 2 years of experience as a Financial Advisor and demonstrated success in client acquisition and relationship-building. A Series 7 license is required, along with other certifications obtainable within the first 60 days.