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

Location: Norridge, 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 Norridge, IL branch. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive planning and advice to help them achieve their long-term goals. As a branch-based advisor, you will leverage J.P. Morgan's world-class resources, including advanced investment tools and research from our global network, to create personalized strategies that encompass investing, retirement, estate planning, and more. This position is ideal for professionals passionate about building lasting client relationships in a dynamic retail environment, where you'll engage directly with the local community in Norridge and surrounding areas. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending tailored J.P. Morgan solutions such as diversified portfolios and integrated banking services, and ensuring all advice aligns with the highest standards of compliance and fiduciary duty. You will collaborate with branch colleagues to provide seamless experiences, while also focusing on business development through proactive outreach and client education. Success in this role requires a client-centric approach, where you'll monitor economic trends and adjust strategies to optimize outcomes, all while upholding J.P. Morgan's commitment to integrity and excellence in wealth management. J.P. Morgan Wealth Management offers unparalleled opportunities for growth within one of the world's leading financial institutions. Joining our team in Norridge means contributing to a culture that values innovation, diversity, and professional development. We support your success with robust training, cutting-edge technology, and a collaborative atmosphere that empowers you to make a meaningful impact on clients' financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Norridge, IL branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, including retirement, estate planning, and risk management
• Prospect, acquire, and retain clients through relationship-building, networking, and referrals within the local community
• Conduct financial needs assessments and recommend J.P. Morgan products such as investment portfolios, banking solutions, and lending options
• Ensure all advisory services comply with SEC, FINRA, and internal J.P. Morgan regulatory standards
• Collaborate with branch teams, including bankers and specialists, to deliver holistic client experiences
• Monitor client portfolios and market trends to proactively adjust strategies and communicate updates
• Educate clients on financial literacy topics and J.P. Morgan's digital tools for self-service
• Track and report on client portfolio performance and advisory outcomes to meet business objectives

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 advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and engage with diverse client demographics

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, particularly in Spanish, to serve the diverse community in Norridge, IL
• Previous success in meeting or exceeding sales targets in financial services

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship management and consultative selling
• Regulatory compliance and risk assessment
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Sales acumen and negotiation
• Digital literacy with CRM systems like Salesforce
• Knowledge of tax implications in wealth management
• Adaptability to market changes
• Team collaboration in a branch environment
• Ethical decision-making in financial advising

Benefits

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

JP Morgan Chase is an equal opportunity employer.