Wealth Advisor for Private Clients

Aumni; Illinois; On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Illinois is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build trusted relationships, provide personalized solutions, and collaborate with partners to enhance the client experience. The role emphasizes integrity, accountability, and a strong client-focused approach, with opportunities to grow clients' wealth using digital tools and advisory services

Qualifications

• Minimum 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.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Champion and support teammates and foster a culture of diversity.
• Educate clients on technology and channels to monitor and manage investments.

Skills

Client acquisition

Relationship management

Financial markets

Integrity

Digital literacy

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life/Health/ LTC license

Job description

J.P. Morgan Chase in Illinois is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build trusted relationships, provide personalized solutions, and collaborate with partners to enhance the client experience. The role emphasizes integrity, accountability, and a strong client-focused approach, with opportunities to grow clients' wealth using digital tools and advisory services