J.P. Morgan Wealth Management – Private Client Advisor - DuPage County

Location: Woodridge, 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 Woodridge, IL, serving the DuPage County community. As a branch-based advisor, you will deliver comprehensive financial planning and tailored advice to individuals and families, helping them achieve their long-term financial goals. This role is integral to our mission of empowering clients through personalized wealth strategies, leveraging J.P. Morgan's global resources and innovative tools to provide exceptional service in a dynamic retail environment. In this position, you will build meaningful relationships with clients by understanding their unique needs, from retirement planning and education funding to estate strategies and investment diversification. You will collaborate with our experienced team to offer a full spectrum of solutions, including J.P. Morgan's premier banking, lending, and investment products. Success in this role requires a client-centric approach, where you proactively identify opportunities, conduct thorough financial reviews, and ensure all recommendations align with the highest standards of integrity and compliance. J.P. Morgan Wealth Management is committed to fostering an inclusive culture that values diverse perspectives and professional growth. As a Private Client Advisor, you will have access to ongoing training, cutting-edge technology, and a supportive network to advance your career. If you are passionate about financial services and eager to make a positive impact in the DuPage County area, join us in redefining wealth management for the next generation.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families in DuPage County
• Develop and maintain long-term relationships with private clients to meet their wealth management needs
• Analyze client financial situations, recommend investment strategies, and execute portfolio management
• Collaborate with branch teams to identify and pursue new business opportunities within the local community
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• Educate clients on J.P. Morgan's suite of wealth management products, including banking, lending, and investment services
• Conduct regular client reviews and adjust financial plans based on life events and market changes
• Participate in community outreach and networking events to enhance J.P. Morgan's presence in Woodridge, IL
• Utilize digital tools and CRM systems to track client interactions and performance metrics

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 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 products, and regulatory compliance
• Ability to work in a branch-based setting in DuPage County, IL

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in the Chicago area
• Advanced degree such as MBA in finance

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)
• Sales and business development
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Data analysis and reporting
• Networking and community engagement
• Digital literacy in CRM and advisory tools
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Access to J.P. Morgan's employee stock purchase plan
• Wellness programs and mental health support resources
• Relocation assistance for eligible candidates moving to the Woodridge area

JP Morgan Chase is an equal opportunity employer.