Wealth Advisor: Personal Planning & Investment Solutions

JPMorgan Chase & Co.; Moline (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build and nurture client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement. The role emphasizes strong integrity, education of clients on digital channels, and personalized wealth management.

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.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.

Skills

Series 7 license

Series 66 license

Life/Health/LTC license

Client relationship management

Financial planning

Business development

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build and nurture client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement. The role emphasizes strong integrity, education of clients on digital channels, and personalized wealth management.