Wealth Planning Advisor for High‑Net‑Worth Clients

JPMorgan Chase & Co.; Rockford (IL); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. invites experienced Private Client Advisors to join Chase Wealth Management in Rockford, IL. You will offer comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering exceptional investment solutions.

This role requires active Series 7 and Series 66 licenses, Life/Health/LTC licenses, and a track record of client acquisition. A CFP is preferred, with 2+ years in financial advisory, and a commitment to goals-based

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Financial planning

Communication skills

Digital banking knowledge

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care license

Job description

JPMorgan Chase & Co. invites experienced Private Client Advisors to join Chase Wealth Management in Rockford, IL. You will offer comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering exceptional investment solutions.

This role requires active Series 7 and Series 66 licenses, Life/Health/LTC licenses, and a track record of client acquisition. A CFP is preferred, with 2+ years in financial advisory, and a commitment to goals-based