Wealth Advisor: Private Client with Holistic Planning

Testing Site - JPMC; Edwardsville (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase in Illinois seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients build wealth by offering advised solutions and referrals across the Chase platform, delivering an exceptional investor experience. The role emphasizes relationship management, integrity, and the ability to educate clients on digital channels and tools to monitor and manage their investments, with a focus

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience in financial services.
• Proven success in client acquisition and building relationships with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license or obtained within 60 days.
• Bachelor’s degree preferred; CFP certification preferred.

Responsibilities

• Champion and support teammates’ success and bank goals in a diverse environment.
• Build a book of business and deliver personalized investment solutions via relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain unwavering integrity in client interactions and decisions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Leverage digital innovations to help clients become digitally confident and bank anytime, anywhere.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Digital channel education

Holistic financial coaching

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and LTC Insurance license

Job description

J.P. Morgan Chase in Illinois seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients build wealth by offering advised solutions and referrals across the Chase platform, delivering an exceptional investor experience. The role emphasizes relationship management, integrity, and the ability to educate clients on digital channels and tools to monitor and manage their investments, with a focus