Wealth Manager: Private Client Advisor

Aumni; Bloomington (IL); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is recruiting a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build and maintain relationships, offer personalized investment solutions, and guide clients through digital tools and channels.

The role emphasizes integrity, education on market options, and collaboration with Chase partners to deepen client engagement. A Series 7/66 and Life/Health licenses are required or obtainable within 60 days.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships through partnerships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisory services.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and digital channels for monitoring investments.
• Offer holistic view of clients’ needs beyond investments.
• Embrace digital innovations to enhance client experience and online banking.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Digital channel education

Education

Bachelor’s degree

CFP certification preferred

Job description

JPMorgan Chase is recruiting a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build and maintain relationships, offer personalized investment solutions, and guide clients through digital tools and channels.

The role emphasizes integrity, education on market options, and collaboration with Chase partners to deepen client engagement. A Series 7/66 and Life/Health licenses are required or obtainable within 60 days.