Wealth Advisor: Private Client & Financial Planning

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

Job summary

JPMorgan Chase & Co. in Chicago seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families. You will build trusted client relationships and offer advised solutions that deepen client engagement.

You will guide clients through financial markets with sound judgement, integrity, and an emphasis on digital tools to monitor and manage investments, while collaborating with partners across the bank.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or obtain within 60 days.
• Active Life, Health and Long-Term Care insurance license or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building; focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain integrity and act in clients’ best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital innovations to empower clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Bilingual (English/Spanish)

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in Chicago seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families. You will build trusted client relationships and offer advised solutions that deepen client engagement.

You will guide clients through financial markets with sound judgement, integrity, and an emphasis on digital tools to monitor and manage investments, while collaborating with partners across the bank.