Wealth Advisor: Build Relationships & Personal Finances

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Joliet, IL. This role focuses on delivering comprehensive financial planning, personalized investment solutions, and a superior client experience.

You will work to build a strong book of business, educate clients on digital tools, and partner with internal teams to meet clients’ evolving wealth needs.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key chambers or partners.
• Commitment to goals-based planning and offering advised solutions.

Responsibilities

• Build and manage a book of business delivering personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep knowledge of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor investments.
• Maintain integrity and client trust in all interactions.
• Collaborate with Chase partner referrals to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Joliet, IL. This role focuses on delivering comprehensive financial planning, personalized investment solutions, and a superior client experience.

You will work to build a strong book of business, educate clients on digital tools, and partner with internal teams to meet clients’ evolving wealth needs.