J.P. Morgan Wealth Management – Private Client Advisor - Chicago Cook County Northwest, IL

Location: Chicago, 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 dynamic team in the Chicago Cook County Northwest branch. In this branch-based role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions that align with their life goals. As a key member of our advisory team, you will leverage J.P. Morgan's global resources to provide personalized financial planning, investment advice, and access to exclusive products like J.P. Morgan Investment Management funds and Chase Private Client banking services. This position offers the opportunity to build lasting client relationships in a vibrant Chicago market, contributing to the firm's mission of empowering clients to achieve financial success. Your day-to-day responsibilities will include conducting in-depth client consultations to assess needs in areas such as retirement, education funding, and legacy planning, while recommending tailored investment strategies that balance risk and return. You will actively prospect for new business through networking events, referrals, and community involvement in the Northwest Chicago area, ensuring a robust pipeline of high-net-worth clients. Collaboration with cross-functional teams, including bankers and specialists, will be essential to deliver integrated solutions, all while adhering to the highest standards of compliance and ethical practices upheld by J.P. Morgan Chase. We value advisors who thrive in a client-centric environment and are passionate about the financial services industry. This role not only offers professional growth through ongoing training and certification support but also the chance to make a meaningful impact on clients' financial futures. If you are a results-oriented professional with a commitment to excellence, join J.P. Morgan Wealth Management and help shape the next chapter of wealth advisory in Chicago.

Key Responsibilities

• Develop and maintain long-term relationships with private clients by providing personalized financial planning and investment advice tailored to their unique needs
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax-efficient investment portfolios
• Prospect and acquire new clients through branch networking, referrals, and community engagement in the Chicago Northwest area
• Collaborate with J.P. Morgan Wealth Management teams to deliver holistic solutions, including access to banking, lending, and alternative investments
• Monitor client portfolios, execute trades, and adjust strategies based on market conditions and client goals
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA regulations, and internal policies
• Educate clients on J.P. Morgan's suite of wealth management products, such as Chase Private Client services and J.P. Morgan Investment Management funds
• Track and report on client satisfaction metrics and business development goals to senior management
• Participate in branch events and professional development to enhance client advisory capabilities
• Leverage digital tools and CRM systems to streamline client interactions and maintain accurate records

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses, or ability to obtain within 120 days of hire
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of client relationship management and achieving sales targets in a branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a fast-paced, branch office setting in Chicago's Cook County Northwest area
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals and families in the Chicago market
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems and tools or similar enterprise platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and business development
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Market research and trend analysis
• Tax and estate planning basics
• Team collaboration
• Time management and organization
• Ethical judgment and integrity
• Digital literacy for financial tools

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
• 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
• Wellness programs with gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Chicago area

JP Morgan Chase is an equal opportunity employer.