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

Location: Oak Lawn, 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 Lawn, IL branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and advice to help them achieve their long-term financial goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including cutting-edge investment tools and a global network of experts, to deliver personalized wealth management solutions. This position is ideal for professionals passionate about building lasting client relationships in a dynamic retail environment, where you will focus on holistic financial guidance encompassing investments, retirement, estate planning, and integrated banking services from Chase. Your day-to-day responsibilities will include conducting in-depth client consultations to assess needs and develop tailored strategies, utilizing J.P. Morgan's proprietary platforms for portfolio analysis and optimization. You will proactively engage with the Oak Lawn community through networking events and seminars, driving client acquisition and retention while ensuring all recommendations comply with regulatory standards. Collaboration with branch teams and J.P. Morgan specialists will be key to providing seamless, end-to-end financial advice, from everyday banking to sophisticated wealth preservation techniques. Success in this role requires a client-centric approach, where you not only advise but also educate clients on market opportunities and risk management within the evolving financial services landscape. J.P. Morgan Chase is committed to fostering an inclusive workplace that values diversity and innovation. As a Private Client Advisor, you will contribute to our mission of empowering clients to pursue their dreams, while benefiting from robust professional growth opportunities and a supportive culture. If you have a proven track record in financial advising and a drive to exceed client expectations, join us in Oak Lawn to make a meaningful impact in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Oak Lawn branch
• Develop and implement comprehensive wealth management strategies tailored to client goals, risk tolerance, and life stages
• Prospect, acquire, and retain clients through relationship-building, networking, and referrals within the local community
• Conduct financial needs assessments, portfolio reviews, and ongoing monitoring to ensure alignment with client objectives
• Collaborate with J.P. Morgan Chase bankers, specialists, and investment teams to deliver holistic financial solutions
• Educate clients on J.P. Morgan investment products, retirement planning, estate strategies, and banking integration
• Maintain compliance with FINRA, SEC, and internal J.P. Morgan policies while documenting all advisory activities
• Drive branch growth by identifying cross-selling opportunities for Chase banking and wealth management services
• Participate in client events, seminars, and community outreach to enhance J.P. Morgan's presence in Oak Lawn, IL
• Utilize J.P. Morgan's proprietary tools and platforms to analyze market trends and optimize client portfolios

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or willingness to obtain within 120 days
• Minimum of 2-3 years of experience in financial services, wealth management, or client advisory roles
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Ability to work independently in a branch setting while collaborating with team members
• Commitment to ethical standards and adherence to J.P. Morgan Chase's Code of Conduct

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services, including Chase Wealth Management tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Oak Lawn community
• Previous success in meeting sales targets and growing client assets under management
• Knowledge of local market dynamics in the Chicago metropolitan area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Sales and prospecting techniques
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Team collaboration and leadership
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Analytical thinking for market trends
• Empathy and active listening for client needs
• Negotiation and advisory persuasion
• Digital literacy for virtual client interactions

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
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable, plus commuter benefits for Oak Lawn location

JP Morgan Chase is an equal opportunity employer.