Wealth Advisor – Private Client Solutions

JPMorgan Chase & Co.

Norridge (IL)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

J.P. Morgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, offer advised solutions, and reference Chase partner referrals to deepen client interactions. The role emphasizes education on technology-enabled channels, a holistic view of client needs, and a commitment to integrity while delivering an outstanding

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.
Demonstrated ability and commitment to goals-based planning and advice.
A valid and active Series 7 license.
A valid and active Series 66 (63/65) license required or within 60 days of starting.
A valid Life, Health and Long Term Care Insurance license required or within 60 days.

Responsibilities

Champion and support teammates’ success and the bank’s goals with a culture of diversity.
Build a book of business and deliver personalized investment solutions via leadership and relationships.
Demonstrate deep understanding of financial markets and sound business judgment.
Exhibit integrity and do right by clients at every opportunity.
Educate clients on technology and channels to monitor and manage investments.
Provide holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients be digitally confident and bank where they want.