Wealth Advisor: Private Client Solutions

JPMorgan Chase & Co.

Lockport (IL)

On-site

USD 80,000 - 110,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in Illinois seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build a book of business and collaborate with partners to deliver wealth management strategies while maintaining integrity and a client-first approach. The role emphasizes educating clients on digital tools, monitoring investments, and delivering an exceptional investor experience to

Qualifications

At least 2 years in a financial advisory role or equivalent experience.
Series 7 and Series 66 licenses required or to be obtained within 60 days of starting.
Life, Health and Long-Term Care insurance licenses required or to be obtained within 60 days of starting.
CFP certification is preferred.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Demonstrate a deep understanding of financial markets and sound judgment.
Provide a holistic view of clients' needs and financial coaching beyond investments.
Educate clients on digital tools to monitor, maintain, and manage their investments.
Champion teamwork and support a culture of diversity and inclusion.
Demonstrate unwavering integrity and client-first focus.