Wealth Advisor — Private Client Solutions

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will leverage a broad product platform and digital tools to deliver personalized solutions and deepen client relationships.

The role requires at least two years in a financial advisory capacity, a Series 7 and Series 66, and a bilingual English/Spanish communicator. CFP preferred; a bachelor’s degree is common.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Proven success in client acquisition and relationship management.
• Strong commitment to goals-based planning and advice.
• Active Series 7 license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of markets and sound judgment.
• Provide holistic financial coaching beyond investments.
• Educate clients on digital channels and tools.
• Communicate in English and Spanish with clients.

Skills

Client acquisition

Relationship building

Goals-based planning

Bilingual English/Spanish

Integrity

Financial advisory

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66

Life, Health and LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will leverage a broad product platform and digital tools to deliver personalized solutions and deepen client relationships.

The role requires at least two years in a financial advisory capacity, a Series 7 and Series 66, and a bilingual English/Spanish communicator. CFP preferred; a bachelor’s degree is common.