J.P. Morgan Wealth Management - Private Client Advisor - Chicago, 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 Chicago, IL branch team. In this role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions that align with their unique financial objectives. Leveraging J.P. Morgan's global resources and innovative platforms, you will help clients navigate complex investment landscapes, from diversified portfolios to integrated banking and lending services. This branch-based position offers the opportunity to build lasting relationships in a dynamic urban market, contributing to the firm's legacy of excellence in private client services since 1799. Your primary focus will be on creating personalized financial plans that encompass investment advisory, retirement strategies, estate planning, and tax optimization. You will collaborate with cross-functional teams, including J.P. Morgan's specialists in private banking and asset management, to provide holistic advice that drives client success. Success in this role requires a client-centric approach, where you proactively identify opportunities, mitigate risks, and adapt strategies to evolving economic conditions, all while adhering to the highest standards of fiduciary responsibility and regulatory compliance. J.P. Morgan Wealth Management is committed to fostering an inclusive environment that empowers advisors to thrive. As a Private Client Advisor, you will benefit from robust training, cutting-edge technology, and a supportive culture that values innovation and integrity. If you are passionate about helping clients achieve their financial dreams and eager to grow within one of the world's leading financial institutions, this role in Chicago offers a rewarding path to professional fulfillment and impact.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Chicago branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, risk tolerance, and life stages
• Prospect, acquire, and retain clients through networking, referrals, and branch-based interactions
• Conduct regular portfolio reviews and rebalancing to optimize performance and align with market conditions
• Collaborate with J.P. Morgan specialists in lending, estate planning, and philanthropy to deliver holistic solutions
• Ensure compliance with all regulatory requirements, including KYC, AML, and fiduciary standards
• Educate clients on J.P. Morgan's suite of investment products, banking services, and digital tools
• Monitor economic trends and market developments to proactively advise clients on opportunities and risks
• Build long-term relationships by delivering exceptional service and achieving client satisfaction metrics
• Contribute to branch goals by participating in community events and local business development initiatives

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 within the financial services industry
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Chicago, IL, with flexibility for client meetings
• Clean regulatory history and adherence to FINRA and SEC standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and platforms, including Chase Wealth Management tools
• Bilingual proficiency, particularly in Spanish, to serve diverse Chicago clientele
• Prior success in asset gathering and portfolio management exceeding $50M AUM
• Knowledge of estate planning, tax strategies, and retirement planning for affluent clients

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Tax and estate planning knowledge
• Analytical problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Digital literacy in CRM systems like Salesforce
• Adaptability to market volatility

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 for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to Chicago, IL

JP Morgan Chase is an equal opportunity employer.