Wealth Advisor: Relationship-Driven Financial Planning

Testing Site - JPMC; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will engage clients, leverage digital tools, and collaborate with partners to deepen relationships and deliver an exceptional investor experience. You will guide clients through financial planning, staying informed about markets, and using technology to monitor and manage investments while upholding the

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Rely on leadership and Relationship-building to manage client portfolios (not portfolio management).
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident in how they bank.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial market knowledge

Integrity/Ethics

Digital tools literacy

Financial coaching

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC licenses

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will engage clients, leverage digital tools, and collaborate with partners to deepen relationships and deliver an exceptional investor experience. You will guide clients through financial planning, staying informed about markets, and using technology to monitor and manage investments while upholding the