Wealth Advisor for Private Clients - Digital Planning

Testing Site - JPMC; Fairview Heights (IL); On-site; USD 80,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management.

You will build relationships with individuals and families, expand your book of business, and leverage digital channels to enhance the client experience. The role requires licensing readiness (Series 7, 66) and appropriate insurance licenses, with CFP preferred and a Bachelor’s degree preferred.

Qualifications

• 2+ years in a Financial Advisor role or equivalent.
• Proven success in acquiring and maintaining clients and partnering with teams.
• Demonstrated commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or must obtain within 60 days.
• Active Life, Health, and Long-Term Care licenses or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Advise clients using comprehensive financial planning and guidance.
• Understand financial markets and apply sound business judgment.
• Promote digital tools and channels to empower clients’ investing decisions.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship building

Goals-based planning

Communication

Financial markets knowledge

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management.

You will build relationships with individuals and families, expand your book of business, and leverage digital channels to enhance the client experience. The role requires licensing readiness (Series 7, 66) and appropriate insurance licenses, with CFP preferred and a Bachelor’s degree preferred.