Wealth Advisor: Private Client, Digital & Holistic Planning

JPMorgan Chase & Co.; Matteson (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families in Illinois.

You will build a book of business, rely on relationship-building skills, and provide an exceptional client experience through advised solutions and referrals. The role requires a minimum of 2 years in a financial advisory capacity, active Series 7, Series 66, and life/health/LTC licenses (or

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 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.
• Strong client acquisition, relationship-building, and goals-based planning skills.
• Ability to articulate financial concepts and build comprehensive financial plans.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on digital platforms and channels for monitoring investments.
• Provide holistic view of clients' needs beyond investments.
• Embrace digital innovations to enhance client experience.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial knowledge

Digital literacy

Education

Bachelor's degree (preferred)

Certified Financial Planner CFP (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families in Illinois.

You will build a book of business, rely on relationship-building skills, and provide an exceptional client experience through advised solutions and referrals. The role requires a minimum of 2 years in a financial advisory capacity, active Series 7, Series 66, and life/health/LTC licenses (or