Wealth Advisor: Private Client, Relationship & Planning

Testing Site - JPMC; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, rely on relationship-building skills, and collaborate with partners to provide tailored solutions while upholding our standards of integrity and client service.

This role emphasizes growth, regulatory compliance, and using digital tools to help clients monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience
• Demonstrated success acquiring and maintaining clients and partnering with key teams
• Licensed Series 7 and Series 66 or must obtain within 60 days of start
• Licensed Life, Health and Long-Term Care insurance or must obtain within 60 days

Responsibilities

• Champion and support your teammates’ success and diversity
• Build a book of business and deliver personalized investment solutions through relationships, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgment
• Demonstrate integrity and do right by clients
• Educate clients on technology and channels to monitor investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital tools to help clients bank how they want

Skills

Relationship-building

Client acquisition

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, rely on relationship-building skills, and collaborate with partners to provide tailored solutions while upholding our standards of integrity and client service.

This role emphasizes growth, regulatory compliance, and using digital tools to help clients monitor and manage their investments.