Wealth Planner & Private Client Advisor

Testing Site - JPMC; Norridge (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build lifelong client relationships, educate clients on digital tools, and provide holistic financial coaching beyond investments. You must demonstrate strong client acquisition, relationship management, and goals-based planning, with an active Series 7 and Series 66 license (or obtain within 60 days).

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Strong focus on client acquisition and relationship-building with partners.
• Commitment to goals-based financial planning and advice.
• Licenses required within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Educate clients on technology and channels for monitoring investments.
• Maintain integrity and client-centric service throughout engagements.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build lifelong client relationships, educate clients on digital tools, and provide holistic financial coaching beyond investments. You must demonstrate strong client acquisition, relationship management, and goals-based planning, with an active Series 7 and Series 66 license (or obtain within 60 days).