Wealth Advisor: Personal Finance & Client Relationships

Testing Site - JPMC; Matteson (IL); 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 advice to individuals and families.

You will build a book of business and provide personalized investment solutions, leveraging Chase referrals to deepen client relationships. The role emphasizes goals-based planning, integrity, and helping clients monitor and manage investments through digital tools while partnering with colleagues to deliver an

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience
• 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
• Strong client acquisition, relationship-building and partner collaboration
• Commitment to goals-based planning and advice

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Provide comprehensive financial planning and advice to individuals and families
• Educate clients on technology and channels to monitor investments
• Maintain a holistic view of client needs and financial coaching
• Uphold integrity and fiduciary standards in all client interactions
• Leverage Chase referrals and partnerships to deepen client relationships

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advice

Client referrals

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Tools

Series 7

Series 66

Life/Health/Long Term Care 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 advice to individuals and families.

You will build a book of business and provide personalized investment solutions, leveraging Chase referrals to deepen client relationships. The role emphasizes goals-based planning, integrity, and helping clients monitor and manage investments through digital tools while partnering with colleagues to deliver an