J.P. Morgan Wealth Management - Private Client Advisor - Chicago Loop, IL
On-site · Chicago, Illinois, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions and comprehensive financial planning to individuals and families, leveraging leadership, relationship-building, and digital tools to enhance the investor experience while coordinating with partners to deepen client relationships. Requires active Series 7 and Series 66 licenses (or ability to obtain within 60 days) and Life/Health/LTC licenses; 2+ years in a financial advisory role with demonstrated client acquisition and relationship management skills; strong understanding of financial markets and goals-based planning, and a commitment to integrity and client education. Location is Chicago, IL.
Required Qualifications
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in the role
- A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Bachelor’s degree preferred
- Certified Financial Planning (CFP) certification preferred
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