Wealth Advisor: Personal Finance & Digital Guidance

Testing Site - JPMC; Lake Zurich (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will provide comprehensive financial planning and personalized investment solutions to individuals and families, building lasting relationships and offering adviser-led guidance across a broad range of client needs. Role emphasizes integrity, partnership with Chase teams, and the use of digital tools to enhance client interaction and the investor experience.

Qualifications

• At least 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.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 your clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Financial planning

Client acquisition

Relationship building

Market knowledge

Digital literacy

Education

Bachelor's degree

Tools

Series 7

Series 66

L&H/LT license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will provide comprehensive financial planning and personalized investment solutions to individuals and families, building lasting relationships and offering adviser-led guidance across a broad range of client needs. Role emphasizes integrity, partnership with Chase teams, and the use of digital tools to enhance client interaction and the investor experience.