J.P. Morgan Wealth Management - Private Client Advisor - Evanston, IL
On-site · Evanston, Illinois, United States
Job Summary
Private Client Advisor in Chase Wealth Management offers comprehensive financial planning and investment solutions to individuals and families. Responsibilities include building a book of business, delivering personalized investment solutions, and relying on leadership and relationship-building skills with a consistent focus on relationship management. The role emphasizes understanding financial markets, maintaining client trust with integrity, educating clients on technology and channels to monitor and manage investments, providing holistic financial coaching beyond investments, and embracing digital innovations to enable clients to bank how they want. Collaboration with partners for referrals and a client-centric advisory experience is essential.
Required Qualifications
- A valid and active Series 7 license
- 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
Desired Qualifications
- CFP certification is preferred
- Bachelor’s degree preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.