Wealth Management Advisor: Private Client

Fairygodboss; Deerfield (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families. You will build a book of business, rely on relationship-building skills, and leverage a wide array of investment solutions to meet client needs.

With at least 2 years in a financial advisory role, you will hold or obtain Series 7/66 licenses and Life/Health/LTC insurance licensing within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships and partner with key professionals.
• Commitment to goals-based planning and holistic financial coaching.
• Active Series 7, Series 66 (63/65) and Life/Health/Long Term Care licenses or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate knowledge of financial markets and sound business judgment.
• Use digital tools to enhance client engagement and monitoring of investments.
• Maintain integrity and act in the best interest of clients at all times.
• Collaborate with Chase partners to deepen client relationships.

Skills

Relationship-building

Client acquisition

Financial planning

Financial markets understanding

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families. You will build a book of business, rely on relationship-building skills, and leverage a wide array of investment solutions to meet client needs.

With at least 2 years in a financial advisory role, you will hold or obtain Series 7/66 licenses and Life/Health/LTC insurance licensing within 60 days.