J.P. Morgan Wealth Management – Private Client Advisor - Central Illinois

Location: Springfield, IL, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our branch in Springfield, IL, serving the Central Illinois region. As a Private Client Advisor, you will play a pivotal role in helping individuals and families achieve their financial aspirations through comprehensive planning and personalized advice. Leveraging J.P. Morgan's renowned expertise in wealth management, you will guide clients in navigating complex financial landscapes, from investment strategies to retirement and estate planning, all while fostering trust and long-term partnerships in a dynamic branch environment. Your day-to-day responsibilities will include conducting in-depth client consultations to understand their unique goals and risk tolerances, then crafting bespoke solutions using J.P. Morgan's integrated platform of banking, lending, and investment services. You will actively prospect for new clients within the local community, collaborate with cross-functional teams to deliver seamless experiences, and stay abreast of market trends to optimize client portfolios. Compliance and ethical standards are paramount, ensuring all recommendations align with regulatory requirements and J.P. Morgan's commitment to integrity. This role offers the opportunity to thrive in a supportive, high-performance culture where your success directly impacts client outcomes and firm growth. With access to J.P. Morgan's global resources and continuous professional development, you will build a rewarding career while making a meaningful difference in the lives of Central Illinois families. If you are passionate about financial advisory and client-centric service, join us to elevate wealth management at one of the world's leading financial institutions.

Key Responsibilities

• Develop and maintain long-term relationships with private clients by providing personalized financial planning and investment advice
• Conduct comprehensive needs assessments to recommend tailored wealth management solutions, including retirement planning, estate strategies, and portfolio management
• Prospect and acquire new clients within the Central Illinois community through networking, referrals, and branch-based initiatives
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic financial services
• Monitor client portfolios and market conditions to adjust strategies and ensure alignment with client goals
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Educate clients on J.P. Morgan's suite of products, including Chase Wealth Management and J.P. Morgan Private Bank offerings
• Participate in local community events to build brand awareness and generate leads in Springfield, IL
• Maintain accurate records of client interactions and transactions using J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3 years of experience in financial advisory or wealth management roles
• Proven track record of client acquisition and retention in a branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently while collaborating with branch teams in Central Illinois

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience working with high-net-worth individuals and families in the Midwest region
• Advanced degree such as MBA or Master's in Finance
• Familiarity with J.P. Morgan's proprietary wealth management tools and platforms

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory knowledge (SEC, FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Ethical judgment in financial advising
• Team collaboration in a branch setting

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Professional development programs, including access to J.P. Morgan's training academy and certification support
• Paid time off, including vacation, sick days, and parental leave
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships and mental health support
• Opportunities for career advancement within J.P. Morgan's global network

JP Morgan Chase is an equal opportunity employer.