J.P. Morgan Wealth Management – Private Client Advisor - Naperville / Aurora, IL (area)

Location: Naperville, 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 the Naperville/Aurora, IL area. As a Private Client Advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to affluent individuals and families, helping them achieve their long-term wealth objectives. Leveraging J.P. Morgan's global resources and innovative tools, you will provide tailored investment strategies, retirement planning, and estate solutions in a client-centric, branch-based environment. This position offers the opportunity to build meaningful relationships within the vibrant Chicago suburban community while contributing to J.P. Morgan's mission of empowering clients to reach their financial aspirations. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending personalized portfolios from J.P. Morgan's suite of investment products, and ensuring all advice aligns with the highest standards of regulatory compliance. You will collaborate with internal partners, such as J.P. Morgan bankers and specialists, to offer holistic wealth management services. Success in this role requires a passion for client success, the ability to prospect and grow your book of business, and a commitment to ongoing professional development through J.P. Morgan's robust training programs. J.P. Morgan Wealth Management is a leader in the financial services industry, managing over $2.5 trillion in client assets globally. Joining our team means access to cutting-edge technology, a supportive culture, and competitive compensation tied to performance. If you are a licensed financial professional with a track record of client-focused advisory in wealth management, we invite you to bring your expertise to our Naperville/Aurora branch and help shape the financial futures of our clients.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Naperville/Aurora area
• Develop and maintain long-term relationships with clients through proactive outreach and branch-based consultations
• Conduct comprehensive financial needs assessments, including retirement planning, estate strategies, and tax optimization
• Recommend and implement J.P. Morgan investment products, such as mutual funds, ETFs, and alternative investments tailored to client goals
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic wealth management solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with all regulatory standards
• Prospect for new clients within the local community through networking, referrals, and educational seminars
• Educate clients on J.P. Morgan's digital tools and resources to enhance their financial decision-making
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems
• Stay abreast of industry trends, economic developments, and J.P. Morgan product updates to provide informed advice

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) 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 branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in Naperville/Aurora, IL area with flexible hours including evenings and weekends
• 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 Chase products and platforms, including Chase Wealth Management tools
• Bilingual proficiency in Spanish or other languages spoken in the Naperville/Aurora community
• Previous success in growing client assets under management (AUM) in a competitive market
• Knowledge of local economic trends and high-net-worth client needs in the Chicago metropolitan area

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Digital literacy with CRM and wealth management platforms
• Market 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 certification support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Naperville/Aurora location

JP Morgan Chase is an equal opportunity employer.