Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families in Chicago.

You will build enduring client relationships, grow a book of business, and leverage partnerships to deliver tailored investment solutions while using digital tools to enhance the investor experience. The role requires a minimum of 2 years in a financial advisory capacity, a Series 7, Series 66, and appropriate

Qualifications

• 2+ years in a financial advisor role or equivalent experience.
• Proven success in client acquisition and relationship building.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investor education.
• Collaborate with partners to deepen client relationships.
• Demonstrate knowledge of financial markets and sound judgement.
• Embrace digital tools to enhance client experience.

Skills

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families in Chicago.

You will build enduring client relationships, grow a book of business, and leverage partnerships to deliver tailored investment solutions while using digital tools to enhance the investor experience. The role requires a minimum of 2 years in a financial advisory capacity, a Series 7, Series 66, and appropriate