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

Location: Oak Brook, 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 Oak Brook, IL branch. In this role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions that align with their unique financial objectives. As a key member of our branch team, you will leverage J.P. Morgan's global resources and cutting-edge investment tools to provide personalized advice on portfolio construction, retirement planning, tax optimization, and estate strategies. Your success will be measured by your ability to foster long-term client relationships, drive asset growth, and uphold the highest standards of integrity in a fiduciary capacity. The Private Client Advisor role demands a client-centric approach in a dynamic branch environment, where you will collaborate with J.P. Morgan bankers, investment specialists, and support staff to offer seamless, holistic services. You will conduct in-depth needs assessments, recommend diversified investment portfolios from J.P. Morgan's extensive product suite—including equities, fixed income, alternatives, and sustainable investing options—and monitor performance to ensure alignment with client goals amid evolving market conditions. Additionally, you will engage in proactive business development through local networking in the Oak Brook community, seminars, and referrals, while maintaining meticulous compliance with federal regulations and internal policies to safeguard client interests. J.P. Morgan Wealth Management is committed to empowering advisors like you with robust training, technology platforms, and a supportive culture that promotes work-life balance. This position offers the opportunity to thrive in a prestigious firm renowned for its innovation in financial services, contributing to the financial well-being of clients while advancing your career in wealth management. If you are passionate about helping clients achieve their dreams and excel in a high-performance setting, we invite you to bring your expertise to our Oak Brook team.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Oak Brook branch
• Develop and implement comprehensive wealth management strategies tailored to client goals and risk tolerance
• Prospect, acquire, and retain clients through networking, referrals, and community engagement in the local Illinois market
• Conduct regular portfolio reviews and adjust investment recommendations to align with market conditions and client needs
• Collaborate with J.P. Morgan specialists in banking, lending, and estate planning to deliver holistic solutions
• Ensure compliance with all regulatory requirements, including KYC, AML, and fiduciary duties
• Educate clients on J.P. Morgan's investment products, such as mutual funds, ETFs, and alternative investments
• Track and report on client portfolio performance, generating insights to enhance satisfaction and growth
• Participate in branch events and training to stay updated on J.P. Morgan's evolving wealth management offerings
• Contribute to team goals by sharing best practices and supporting junior advisors in client servicing

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) 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 high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Commitment to ethical standards and fiduciary responsibilities as per FINRA and SEC guidelines

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 diverse client bases in the Oak Brook area
• Previous success in asset gathering and portfolio management exceeding $10M AUM
• Knowledge of estate planning, tax strategies, and retirement planning for affluent clients

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Data interpretation and reporting
• Negotiation and advisory counseling
• Team collaboration and leadership
• Adaptability to market changes

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 up to 5%
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness benefits such as gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible candidates moving to the Oak Brook area

JP Morgan Chase is an equal opportunity employer.