Wealth Advisor – Private Client, Relationship & Planning

Testing Site - JPMC; Chicago (IL); On-site; USD 95,000 - 150,000; Full time

Job summary

J.P. Morgan Chase invites an experienced Private Client Advisor to provide comprehensive financial planning and tailored investment solutions within Chase Wealth Management in Chicago.

You will nurture client relationships, educate on digital tools, and coordinate with partners to grow aClient book while maintaining the highest ethics and service standards. The role emphasizes goals-based planning, financial coaching, and leveraging technology to empower clients to monitor and manage their

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or obtain within 60 days of start.
• Active Life, Health and Long Term Care Insurance licenses or obtain within 60 days.
• Strong client acquisition and relationship-management skills.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Represent the brand and offer investment solutions to meet financial needs.
• Educate clients on technology and channels to monitor investments.
• Collaborate with partners to deepen client relationships.
• Maintain integrity and act in the best interests of clients.

Skills

Relationship-building

Client acquisition

Financial planning

Integrity

Digital literacy

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase invites an experienced Private Client Advisor to provide comprehensive financial planning and tailored investment solutions within Chase Wealth Management in Chicago.

You will nurture client relationships, educate on digital tools, and coordinate with partners to grow aClient book while maintaining the highest ethics and service standards. The role emphasizes goals-based planning, financial coaching, and leveraging technology to empower clients to monitor and manage their