Wealth Planning Advisor – Custom Financial Plans

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

Job summary

J.P. Morgan Chase’s Wealth Management National Branch Personal Advising group seeks a Personal Advisor to partner with clients, create custom financial plans, and match portfolios designed by the CIO. Meetings occur primarily via video or phone, and you will provide advice as priorities shift, supporting a full book of clients in a team-based office.

The role emphasizes building tailored plans and delivering holistic, goal-oriented strategies within a collaborative environment.

Qualifications

• Active Series 7 license is required.
• Active Series 66 (63/65) license required or ability to obtain within 60 days.

Responsibilities

• Meet with clients via video or phone to build personalized financial plans.
• Match clients with portfolios designed and managed by the CIO.
• Provide ongoing advice as clients’ needs evolve.
• Support a full book of clients in a team-based office.

Skills

Series 7 license

Series 66 license

Financial planning

Client advisory

Education

Bachelor's degree preferred

CFP preferred

Job description

J.P. Morgan Chase’s Wealth Management National Branch Personal Advising group seeks a Personal Advisor to partner with clients, create custom financial plans, and match portfolios designed by the CIO. Meetings occur primarily via video or phone, and you will provide advice as priorities shift, supporting a full book of clients in a team-based office.

The role emphasizes building tailored plans and delivering holistic, goal-oriented strategies within a collaborative environment.