Wealth Management Personal Advisor

Next Frontier Capital; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Personal Advisor within Wealth Management to partner with clients, create tailored financial plans, and match portfolios managed by the CIO. You will meet clients via video or phone, provide advice, and support a team-based office in delivering exceptional service.

The role emphasizes regulatory licensing (Series 7/66) and broad financial knowledge, with opportunities to advance in a leading national bank’s wealth management division.

Qualifications

• Valid and active Series 7 license.
• Valid and active Series 66 license or ability to obtain within 60 days.
• Must be licensed in all states.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients reach goals.
• Convert high quality leads into new clients and maintain relationships.
• Use a solution‑oriented mindset to achieve best outcomes for all clients.
• Ensure proposed solutions meet short, medium and long term needs via holistic planning.
• Demonstrate strong organizational skills and disciplined approach.
• Educate clients on digital products to monitor and achieve financial goals.

Skills

Series 7 license

Series 66 license

Multi-state licensing

Education

Bachelor's degree

CFP preferred

Job description

J.P. Morgan Chase is seeking a Personal Advisor within Wealth Management to partner with clients, create tailored financial plans, and match portfolios managed by the CIO. You will meet clients via video or phone, provide advice, and support a team-based office in delivering exceptional service.

The role emphasizes regulatory licensing (Series 7/66) and broad financial knowledge, with opportunities to advance in a leading national bank’s wealth management division.