J.P. Morgan Wealth Management - Private Client Advisor - Evanston, IL

Location: Evanston, 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 Evanston, IL branch team. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth planning and investment guidance tailored to their unique needs. As a key member of our Wealth Management division, you will leverage J.P. Morgan's global resources and innovative platforms to help clients achieve their financial goals, from retirement planning and education funding to legacy building and philanthropy. This position offers the opportunity to thrive in a collaborative, client-centric environment while contributing to one of the world's leading financial institutions. Your primary focus will be on cultivating deep, enduring relationships with clients in the Evanston community, providing holistic advice that encompasses investments, banking, lending, and estate strategies. You will conduct thorough financial assessments, recommend diversified portfolios, and monitor performance to ensure alignment with clients' risk tolerance and objectives. By staying abreast of market dynamics and regulatory changes, you will position yourself as an indispensable partner, proactively addressing client concerns and identifying growth opportunities within J.P. Morgan's integrated ecosystem. Success in this role requires a passion for financial services, exceptional interpersonal skills, and a commitment to ethical advisory practices. You will collaborate with branch colleagues and specialists to deliver seamless experiences, while also driving new business through local networking and referrals. J.P. Morgan Wealth Management is committed to fostering an inclusive culture that empowers advisors to excel, backed by robust training, technology, and support. If you are a licensed professional with a proven advisory track record, join us to make a meaningful impact on clients' financial futures in Evanston.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Evanston, IL branch
• Develop and implement tailored wealth management strategies, including portfolio construction, risk assessment, and asset allocation
• Build and nurture long-term client relationships through proactive outreach, regular reviews, and customized solutions
• Identify opportunities to deepen client relationships by introducing J.P. Morgan's suite of banking, lending, and advisory services
• Conduct comprehensive financial needs assessments and deliver actionable recommendations aligned with clients' goals
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth solutions
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA regulations, and industry standards
• Prospect for new clients within the local Evanston community through networking, referrals, and targeted outreach
• Monitor market trends and economic developments to advise clients on timely investment opportunities
• Maintain accurate client records and documentation using J.P. Morgan's proprietary systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) 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 branch or advisory setting
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a fast-paced, branch-based environment
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience with J.P. Morgan's wealth management platforms or similar enterprise systems
• Bilingual proficiency, particularly in Spanish or other languages spoken in the Evanston community
• Prior success in generating new business and achieving sales targets in private banking
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and business development
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Analytical thinking
• Time management and organization
• Empathy and active listening
• Negotiation and persuasion
• Market research and trend analysis
• Team collaboration and leadership

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, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Evanston area

JP Morgan Chase is an equal opportunity employer.