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

Location: Lockport, 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 Lockport, IL branch in Will County. In this branch-based role, you will serve as a trusted financial partner to individuals and families, offering comprehensive planning and advice tailored to their unique needs. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's vast resources, including access to sophisticated investment strategies, research from our global experts, and a full suite of wealth management solutions. Your focus will be on building lasting relationships, helping clients navigate life's financial milestones—from retirement planning and wealth accumulation to estate preservation and philanthropic goals—in a dynamic retail environment. The Private Client Advisor role demands a client-centric approach, where you will conduct in-depth consultations to assess financial situations, recommend personalized portfolios, and monitor progress against objectives. You will collaborate with J.P. Morgan Chase's network of specialists, including tax advisors and estate planners, to deliver holistic guidance. Prospecting for new clients through local networking in Will County and branch referrals will be key to growing your book of business, while ensuring all recommendations align with regulatory standards and the firm's commitment to integrity. This position offers the opportunity to thrive in a supportive team setting, with performance-driven rewards that recognize your impact on clients' financial success. J.P. Morgan Wealth Management is renowned for its innovative approach to client service, combining cutting-edge technology with personalized expertise to empower wealth creation. If you are passionate about financial advising and eager to contribute to a firm that sets the standard in the industry, this role in Lockport, IL, provides a platform to advance your career while making a meaningful difference in the lives of your clients. We value diversity and inclusion, fostering an environment where your unique perspectives drive excellence in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Lockport, IL branch
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Identify opportunities to grow client portfolios through J.P. Morgan Wealth Management products and services
• Conduct comprehensive financial reviews, including retirement, education, and estate planning strategies
• Collaborate with branch teams and specialists to deliver holistic wealth management solutions
• Prospect and acquire new clients through community networking, referrals, and branch referrals in Will County
• Ensure all advisory activities comply with J.P. Morgan Chase policies and federal regulations
• Monitor market trends and economic conditions to adjust client strategies accordingly
• Educate clients on J.P. Morgan's digital tools and platforms for self-directed investing
• Document client interactions and maintain accurate records in CRM systems

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 advising or wealth management
• Proven track record of client acquisition and retention in a retail banking or advisory environment
• Strong understanding of financial products including investments, retirement planning, and estate strategies
• Ability to work in a branch-based setting in Lockport, IL, with flexible hours including evenings and weekends
• Compliance with all regulatory requirements from FINRA, SEC, and state securities authorities

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the Midwest region
• Bilingual proficiency in English and Spanish to serve diverse client bases in Will County
• Prior experience with J.P. Morgan Chase systems and tools for client relationship management
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products and securities
• Regulatory compliance and risk assessment
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Proficiency in financial software like Bloomberg or CRM tools
• Understanding of tax implications in wealth planning
• Empathy and active listening for client needs
• Adaptability to market changes
• Team collaboration in a branch environment
• Digital literacy for client portals and apps
• Ethical decision-making in advisory roles

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 and tuition reimbursement for certifications
• 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 Lockport, IL location

JP Morgan Chase is an equal opportunity employer.