J.P. Morgan Wealth Management - Private Client Advisor - Libertyville, Roscoe, and Wauconda, IL

Location: Libertyville, 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 dynamic team in Libertyville, Roscoe, and Wauconda, IL. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth objectives. Leveraging J.P. Morgan's global resources and expertise, you will provide tailored solutions that encompass investment management, retirement planning, estate strategies, and integrated banking services. This position offers the opportunity to build meaningful client relationships in a supportive branch environment while contributing to the growth of one of the world's leading financial institutions. Your primary focus will be on understanding clients' unique financial situations and goals, conducting in-depth needs assessments, and recommending personalized investment portfolios aligned with their risk profiles. You will collaborate with J.P. Morgan specialists to offer holistic advice, including access to exclusive products like private equity and sustainable investing options. In addition to serving existing clients, you will actively prospect for new business through local networking events, referrals, and community engagement in the Illinois market, driving assets under management and enhancing J.P. Morgan's reputation as a trusted advisor. Success in this role requires a client-centric approach, deep knowledge of financial markets, and adherence to the highest ethical standards. You will ensure all recommendations comply with regulatory requirements and J.P. Morgan's robust risk management framework. With opportunities for professional growth, competitive compensation, and a collaborative culture, this position is ideal for a motivated advisor passionate about empowering clients' financial futures in the vibrant Chicago-area communities.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in branch locations
• Develop and maintain long-term relationships with clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax-efficient investing
• Prospect and acquire new clients through community networking, referrals, and branch-based outreach in Libertyville, Roscoe, and Wauconda
• Collaborate with J.P. Morgan teams to deliver integrated wealth management solutions, including banking and lending products
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance updates and adjustments
• Educate clients on J.P. Morgan's investment products, such as mutual funds, ETFs, and alternative investments
• Participate in local market initiatives to enhance J.P. Morgan's presence in the Illinois region
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• At least 2-3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a branch or advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in multiple locations including Libertyville, Roscoe, and Wauconda, IL
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Illinois
• Previous success in generating new business and assets under management (AUM)
• Knowledge of local market dynamics in the Chicago metropolitan area

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Investment product knowledge (stocks, bonds, alternatives)
• Regulatory compliance (FINRA, SEC, CFPB)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Sales and business development techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Negotiation and advisory persuasion
• Data interpretation from financial reports
• Team collaboration in a corporate environment
• Adaptability to multi-branch operations

Benefits

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

JP Morgan Chase is an equal opportunity employer.