J.P. Morgan Wealth Management – Private Client Advisor - Chicago Far South

Location: New Lenox, 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 New Lenox, IL, serving the Chicago Far South community. In this role, you will act as a trusted financial partner, delivering comprehensive wealth management solutions to individuals and families. Drawing on J.P. Morgan's global expertise and innovative tools, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, all while fostering deep, enduring relationships that drive their long-term success. Your day-to-day responsibilities will include conducting in-depth financial needs assessments, crafting personalized investment portfolios, and providing ongoing guidance on market opportunities and risks. You will leverage J.P. Morgan's proprietary research and digital platforms to offer data-driven advice, ensuring compliance with all regulatory standards. As a branch-based advisor, you will actively engage with the local community through networking events and referrals, expanding our client base while upholding the firm's commitment to integrity and client-centric service. This position offers a dynamic environment within one of the world's leading financial institutions, where your expertise can make a meaningful impact. Ideal candidates are passionate about financial advisory, possess strong interpersonal skills, and thrive in a collaborative team setting. Join J.P. Morgan Wealth Management to empower clients in achieving their financial aspirations in the heart of the Midwest.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Chicago Far South area
• Develop and maintain long-term relationships with private clients to understand their financial goals and objectives
• Conduct comprehensive financial assessments, including retirement planning, estate planning, and risk management
• Recommend and implement tailored investment portfolios using J.P. Morgan Wealth Management solutions
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Prospect for new clients through community networking, referrals, and branch events in New Lenox, IL
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's digital wealth tools

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) securities licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting serving the Chicago Far South community

Preferred Qualifications

• Advanced degree or certification such as CFP (Certified Financial Planner) or CFA
• Experience working with high-net-worth individuals and families in the Midwest region
• Bilingual proficiency in English and Spanish to serve diverse client bases in New Lenox, IL
• Previous experience with J.P. Morgan Chase products and services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Sales and prospecting techniques
• Risk assessment and mitigation
• Time management and organization
• Empathy and active listening
• Digital literacy for wealth management platforms
• Negotiation and advisory persuasion
• Market research and economic analysis
• Team collaboration and networking

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to J.P. Morgan's wellness resources
• Hybrid work flexibility where applicable, plus relocation assistance if needed

JP Morgan Chase is an equal opportunity employer.