Wealth Advisor: Private Client & Digital

Testing Site - JPMC; Fox Lake (IL); On-site; USD 85,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families, leveraging digital tools and strong client relationships.

The role emphasizes integrity, market understanding, and the ability to build a book of business while collaborating with partners to deepen client relationships.

Qualifications

• Minimum 2 years in a financial advisor role or equivalent experience.
• Strong client acquisition and relationship-building skills.
• Proven ability to provide goals-based financial planning and advice.
• Active Series 7 license and Series 66 (63/65) required or can be obtained within 60 days.
• Licenses for Life, Health and Long-Term Care insurance required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Promote digital tools and channels to help clients monitor and manage investments.
• Maintain integrity and put clients first in all interactions.

Skills

Relationship building

Financial planning

Client acquisition

Goals-based planning

Investment knowledge

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families, leveraging digital tools and strong client relationships.

The role emphasizes integrity, market understanding, and the ability to build a book of business while collaborating with partners to deepen client relationships.