Wealth Advisor, Private Clients & Planning

JPMorgan Chase & Co.; Skokie (IL); On-site; USD 85,000 - 115,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice for individuals and families across wealth stages.

Lead a growing client book, provide tailored investment solutions, and collaborate with partners to deepen relationships while guiding clients to adopt digital tools for monitoring and managing investments.

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, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Relationship building

Financial planning

Client acquisition

Series 7

Series 66

Life/Health Insurance

Education

Bachelors degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice for individuals and families across wealth stages.

Lead a growing client book, provide tailored investment solutions, and collaborate with partners to deepen relationships while guiding clients to adopt digital tools for monitoring and managing investments.