Wealth Planning & Client Relationship Advisor

JPMorgan Chase & Co.; West Cook (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build and maintain client relationships while leveraging digital tools to enhance the investor experience.

Candidates should have at least 2 years in a financial advisory role, required licenses (Series 7, Series 66) or obtain within 60 days, and preferably a CFP certification. A bachelor’s degree is preferred.

Qualifications

• 2+ years in a financial advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships with key partners.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.

Skills

2+ years in financial advisor role

Series 7

Series 66

Life/Health/ LTC license

Client relationship building

Goals-based planning

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build and maintain client relationships while leveraging digital tools to enhance the investor experience.

Candidates should have at least 2 years in a financial advisory role, required licenses (Series 7, Series 66) or obtain within 60 days, and preferably a CFP certification. A bachelor’s degree is preferred.