J.P. Morgan Wealth Management – Private Client Advisor - Chicago, IL (Portage Park)

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 branch in Portage Park, Chicago, IL. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive financial planning and personalized advice to help them achieve their long-term goals. As a branch-based advisor, you will leverage J.P. Morgan's world-class resources, including access to leading investment research and a global network of experts, to provide holistic solutions that encompass investing, retirement, estate planning, and more. This position is ideal for a client-focused professional passionate about the financial services industry and committed to fostering lasting relationships in the vibrant Chicago community. Your primary focus will be on understanding clients' unique financial situations, aspirations, and risk profiles to craft tailored wealth management strategies. You will collaborate with J.P. Morgan's integrated teams in banking, lending, and asset management to offer seamless, end-to-end advisory services. Responsibilities include prospecting new clients through local networking, conducting in-depth financial reviews, and driving asset growth while ensuring all recommendations align with J.P. Morgan's commitment to integrity and regulatory compliance. Success in this role requires a blend of technical expertise in investments and a consultative approach to build trust and deliver exceptional value. J.P. Morgan Wealth Management is renowned for its client-centric philosophy and innovative tools, empowering advisors like you to thrive in a dynamic environment. Based in the heart of Portage Park, you will engage with a diverse clientele, contributing to J.P. Morgan's mission of enabling prosperous futures. If you are a licensed professional with a proven track record in financial advising, join us to make a meaningful impact on clients' lives while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on their unique goals and risk tolerance
• Develop and implement comprehensive wealth management strategies, including portfolio construction, asset allocation, and tax-efficient planning
• Prospect, acquire, and retain high-value clients within the Portage Park and greater Chicago community through networking and referrals
• Conduct regular client reviews and meetings to adjust financial plans based on life changes, market conditions, and performance
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, regulatory requirements, and internal policies
• Drive business growth by identifying opportunities for deeper client relationships and cross-selling J.P. Morgan products
• Educate clients on market trends, economic factors, and J.P. Morgan's investment philosophies
• Maintain accurate records of client interactions and portfolios using J.P. Morgan's proprietary technology platforms
• Participate in community events in Chicago to enhance J.P. Morgan's brand and generate leads

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) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles in the financial services industry
• Proven track record of building and maintaining client relationships leading to asset growth
• Strong understanding of comprehensive financial planning, including investment strategies, retirement planning, and estate planning
• Ability to work in a branch-based environment in Chicago, IL, with flexibility for local client meetings
• Compliance with FINRA and SEC regulations, including background check and fingerprinting requirements

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the Midwest market
• Bilingual proficiency in English and Spanish, given the diverse community in Portage Park, Chicago
• Previous experience with J.P. Morgan Chase systems or similar wealth management platforms
• Master's degree in finance or related field

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Analytical thinking and problem-solving
• Knowledge of financial regulations (FINRA, SEC)
• Sales and business development
• Risk assessment and management
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation and reporting
• Team collaboration
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for Chicago-based roles

JP Morgan Chase is an equal opportunity employer.