Wealth Planning & Private Client Advisor

Testing Site - JPMC

Chicago (IL)

On-site

USD 90,000 - 135,000

Full time

14 days+

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Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships and deliver tailored solutions to meet clients' evolving needs.

A valid Series 7 and Series 66 are required, along with Life/Health/LTC licenses or the ability to obtain them within 60 days. Responsibilities include growing a book of business, educating clients on markets and digital

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.
Licensing requirements: Series 7, Series 66 (63/65) and Life/Health/LTC licenses or ability to obtain within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Provide comprehensive financial planning and investment guidance.
Educate clients on markets, digital tools, and channels for monitoring investments.
Collaborate with partners to deepen client relationships and referrals.
Demonstrate integrity and client-first focus in all engagements.