J.P. Morgan Wealth Management – Private Client Advisor - O'Hare / Cook County, IL

Location: Park Ridge, 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 Park Ridge, IL branch serving the O'Hare and Cook County areas. In this branch-based role, you will deliver comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth goals. As a key member of our Wealth Management team, you will leverage J.P. Morgan's global resources, cutting-edge investment tools, and personalized strategies to build lasting client relationships. This position offers the opportunity to work in a dynamic environment where you can make a meaningful impact on clients' financial futures while advancing your career in one of the world's leading financial institutions. Your primary focus will be on understanding clients' unique needs, from retirement planning and education funding to estate strategies and investment diversification. You will conduct in-depth consultations, analyze financial situations, and recommend bespoke solutions using J.P. Morgan's suite of products, including Chase investment accounts, alternative investments, and sustainable finance options. Collaboration with branch partners, such as J.P. Morgan Private Bankers and specialists, will be essential to provide seamless, holistic advice. Success in this role requires a client-centric approach, where you proactively identify opportunities to grow assets under management and ensure compliance with all FINRA, SEC, and internal standards. J.P. Morgan Wealth Management is committed to fostering an inclusive culture that values diversity and innovation. As a Private Client Advisor, you will benefit from ongoing training, access to advanced analytics platforms, and a supportive network of over 15,000 advisors globally. This role is ideal for professionals passionate about financial services who thrive in a fast-paced, relationship-driven setting. Join us to empower clients in the vibrant Chicago market and contribute to J.P. Morgan's legacy of excellence in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients in the O'Hare and Cook County areas, identifying opportunities to deepen engagements
• Conduct client meetings, needs assessments, and portfolio reviews to recommend tailored investment strategies using J.P. Morgan products and services
• Collaborate with branch colleagues, including bankers and specialists, to deliver holistic financial solutions
• Prospect for new clients through networking, referrals, and community involvement in Park Ridge and surrounding areas
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while documenting client interactions
• Monitor market trends and economic conditions to adjust client portfolios and provide proactive advice
• Achieve individual and team sales goals by growing assets under management and client retention rates
• Educate clients on J.P. Morgan's digital tools, retirement planning, estate strategies, and risk management
• Participate in branch events and professional development to enhance service quality and client satisfaction

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) securities licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of developing and maintaining client relationships in a branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently while collaborating with branch teams
• Clean U4 and background check with no disqualifying disclosures

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience working with high-net-worth individuals and families in the Chicago metropolitan area
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Cook County
• Prior success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Sales and prospecting techniques
• 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
• Team collaboration and leadership
• Market research and economic forecasting
• Customer service orientation
• Digital literacy for client portals and CRM systems
• Negotiation and advisory expertise
• Ethical decision-making in high-stakes environments

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 financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits for Chicago-area employees

JP Morgan Chase is an equal opportunity employer.