Wealth Advisor — Private Client & Financial Planning Expert

JPMorgan Chase & Co.; Park Ridge (IL); On-site; USD 85,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. in Park Ridge, IL seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families. You will build relationships, deliver tailored solutions, and connect clients with partners to deepen loyalty.

The role emphasizes client-centric service, market insight, and a commitment to integrity, with opportunities to educate clients on digital channels and planning strategies.

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 license is required.
• 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 and active 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.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity that guides decisions and client relationships.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank where they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in Park Ridge, IL seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families. You will build relationships, deliver tailored solutions, and connect clients with partners to deepen loyalty.

The role emphasizes client-centric service, market insight, and a commitment to integrity, with opportunities to educate clients on digital channels and planning strategies.