Wealth Advisor: Holistic Planning & Digital Client Service

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build lasting client relationships and offer invested solutions, leveraging digital tools and trusted referrals.

The role emphasizes proactive client engagement, strong integrity, and the ability to explain investment strategies and technology-driven channels to clients, helping them achieve their financial goals.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships; strong partner integration.
• Commitment to goals-based planning and advice; required licenses must be active or obtained within 60 days.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgment.
• Demonstrate integrity and doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity and ethics

Digital channels proficiency

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build lasting client relationships and offer invested solutions, leveraging digital tools and trusted referrals.

The role emphasizes proactive client engagement, strong integrity, and the ability to explain investment strategies and technology-driven channels to clients, helping them achieve their financial goals.