J.P. Morgan Wealth Management - National Branch - Personal Advisor - Chicago

Location: Chicago, IL, United States

Job Family: Sales/Mktg Global Population

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Personal Advisor for our National Branch in Chicago to deliver exceptional virtual financial guidance to clients across the United States. In this role, you will leverage J.P. Morgan's renowned expertise in wealth management to help individuals and families navigate their financial journeys, from goal setting to portfolio optimization. As a key member of our digital-first team, you will operate remotely while based in Chicago, utilizing cutting-edge platforms to provide personalized advice on investments, retirement planning, and wealth preservation. This position is ideal for professionals passionate about empowering clients in a dynamic, technology-driven environment within the global financial services leader, J.P. Morgan Chase. Your day-to-day responsibilities will focus on building meaningful client relationships through virtual interactions, conducting in-depth financial assessments, and recommending bespoke solutions from J.P. Morgan's comprehensive suite of products, including Chase banking integration and sophisticated investment options. You will collaborate with cross-functional teams to ensure seamless service delivery, monitor economic trends to refine strategies, and drive growth by exceeding assets under management targets. Compliance and client-centricity are at the core of everything you do, ensuring all advice aligns with the highest standards of regulatory adherence and ethical practices upheld by J.P. Morgan. Joining J.P. Morgan Wealth Management means becoming part of a prestigious institution committed to innovation and client success. We offer robust professional development opportunities, competitive compensation, and a supportive culture that values diversity and inclusion. If you thrive in a sales-oriented role with a focus on digital advising and have a proven passion for financial services, this Chicago-based position provides the platform to advance your career while making a tangible impact on clients' financial futures.

Key Responsibilities

• Provide personalized financial advice to clients via digital platforms, helping them achieve goals like retirement planning, wealth accumulation, and risk management
• Conduct virtual consultations and needs assessments to recommend tailored investment strategies and J.P. Morgan products
• Build and maintain long-term client relationships through proactive outreach, follow-ups, and digital engagement
• Collaborate with J.P. Morgan Wealth Management teams to deliver holistic solutions, including banking, lending, and investment services
• Monitor client portfolios, analyze market trends, and adjust strategies to optimize performance and compliance
• Drive business growth by identifying referral opportunities and meeting sales targets for assets under management
• Ensure all advisory activities adhere to SEC, FINRA, and internal J.P. Morgan regulatory standards
• Utilize CRM tools and digital analytics to track client interactions and personalize advice
• Educate clients on financial literacy topics through webinars, emails, and virtual workshops
• Contribute to team initiatives in the Chicago National Branch to enhance service delivery and client satisfaction

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Active Series 7 and 66 (or 63 and 65) securities licenses, or willingness to obtain within 120 days of hire
• Minimum of 2 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of client relationship management and achieving sales targets
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work in a fast-paced, digital-first environment with proficiency in virtual communication tools
• U.S. work authorization and ability to pass background checks and FINRA registration requirements

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience in digital wealth management platforms or remote client advising
• Background in sales within the financial services industry, particularly with high-net-worth individuals
• Familiarity with J.P. Morgan's wealth management products and services
• Bilingual skills, especially in Spanish, to serve diverse client populations in Chicago

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Digital communication and virtual presentation skills
• Knowledge of investment products (stocks, bonds, ETFs, mutual funds)
• Regulatory compliance (FINRA, SEC guidelines)
• Sales and business development acumen
• Proficiency in financial planning software (e.g., CRM systems like Salesforce)
• Analytical thinking and problem-solving
• Active listening and empathy for client needs
• Time management in a remote work setting
• Market trend research and economic forecasting
• Risk assessment and mitigation strategies
• Technical proficiency with video conferencing tools (e.g., Zoom, Microsoft Teams)
• Adaptability to evolving digital wealth management technologies
• Strong ethical judgment and integrity in financial advising

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 days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Hybrid work flexibility and modern digital tools for remote productivity
• Wellness programs, including gym memberships, mental health support, and employee assistance programs

JP Morgan Chase is an equal opportunity employer.