J.P. Morgan Wealth Management - Leave of Absence Financial Advisor

Location: Chicago, IL, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we believe that investment advising should be deeply personal, empowering our advisors to foster lasting client relationships backed by world-class technology and unparalleled support. As a Leave of Absence Financial Advisor in our Chicago, IL office, you will step in seamlessly during team members' absences to deliver exceptional wealth management services to high-net-worth clients. This role is ideal for seasoned professionals who thrive in dynamic environments, leveraging J.P. Morgan's global resources to provide customized financial solutions that align with clients' unique goals, from retirement planning to multi-generational wealth transfer. Your day-to-day will involve conducting in-depth client consultations, analyzing investment opportunities, and constructing diversified portfolios using J.P. Morgan's proprietary tools and market insights. You will collaborate closely with cross-functional teams, including private banking experts and investment strategists, to offer holistic advice that encompasses lending, philanthropy, and sustainable investing. In the heart of Chicago's vibrant financial district, you will contribute to a collaborative culture focused on innovation and client-centric excellence, ensuring service continuity and satisfaction even during transitional periods. We are seeking a proactive advisor with a passion for financial empowerment and a commitment to J.P. Morgan's high standards of integrity and performance. This position offers the opportunity to grow within one of the world's leading financial institutions, with access to cutting-edge training and career advancement paths. Join us to make a meaningful impact on clients' financial futures while advancing your own professional journey in wealth management.

Key Responsibilities

• Provide personalized investment advice and financial planning to clients during advisors' leaves of absence, ensuring continuity of service
• Build and maintain trusted relationships with high-net-worth individuals, families, and institutions through tailored wealth management strategies
• Conduct comprehensive financial assessments, including risk tolerance analysis and portfolio reviews, using J.P. Morgan's advanced analytics tools
• Recommend and implement investment solutions, such as diversified portfolios, retirement planning, and estate strategies, aligned with client goals
• Collaborate with J.P. Morgan specialists in banking, lending, and philanthropy to deliver holistic wealth solutions
• Monitor market trends and economic developments to proactively advise clients on portfolio adjustments
• Ensure all advisory activities comply with J.P. Morgan's risk management standards and regulatory requirements
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems
• Support business development by identifying opportunities to expand client relationships within the Chicago branch
• Mentor junior advisors and contribute to team knowledge-sharing sessions on wealth management best practices

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or ability to obtain within 120 days of hire
• Minimum of 5 years of experience as a Financial Advisor or in wealth management roles
• Proven track record of managing client portfolios and achieving sales targets in a financial services environment
• Strong understanding of investment products, including equities, fixed income, and alternative investments
• Ability to work independently while collaborating with J.P. Morgan teams in a high-volume office setting
• Compliance with FINRA and SEC regulations, with a clean U.S. regulatory history

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience in leave of absence management or temporary advisory roles within financial institutions
• Prior work with high-net-worth clients in the Chicago market or Midwest region
• Familiarity with J.P. Morgan's proprietary wealth management platforms and tools
• MBA or equivalent graduate degree from an accredited institution

Required Skills

• Financial analysis and portfolio management
• Investment strategy development
• Client relationship building
• Risk assessment and mitigation
• Regulatory compliance (FINRA/SEC)
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Data analytics and reporting
• Communication and presentation skills
• Problem-solving and decision-making
• Time management in fast-paced environments
• Sales and business development
• Ethical judgment and integrity
• Team collaboration
• Market research and economic forecasting
• CRM system expertise (e.g., Salesforce)

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6%
• Paid time off, including vacation, sick leave, and parental leave benefits
• Professional development programs, including access to J.P. Morgan's internal training and certification support
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible roles and commuter benefits in Chicago

JP Morgan Chase is an equal opportunity employer.