J.P. Morgan Wealth Management - Private Client Advisor - Wilmette and Highland Park, IL

Location: Wilmette, 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 dynamic team in the Wilmette and Highland Park, IL branches. As a branch-based advisor, you will play a pivotal role in helping individuals and families achieve their financial aspirations through comprehensive planning and personalized advice. Leveraging J.P. Morgan's global resources and expertise, you will guide clients in navigating complex financial landscapes, from investment strategies to retirement planning, all while fostering trust and long-term partnerships in the affluent North Shore communities. Your day-to-day responsibilities will include conducting in-depth client consultations to assess needs, recommending diversified portfolios tailored to risk profiles, and integrating J.P. Morgan's innovative tools for wealth optimization. You will collaborate seamlessly with Chase branch colleagues to identify opportunities for holistic solutions, ensuring compliance with industry regulations while driving asset growth. Success in this role demands a client-centric approach, where you proactively engage with prospects through local networking and deliver exceptional service that aligns with J.P. Morgan's commitment to excellence in financial services. This position offers a rewarding career path within one of the world's leading financial institutions, with opportunities for professional growth, competitive compensation, and access to cutting-edge resources. If you are passionate about empowering clients' financial futures and thrive in a collaborative, high-performance environment, join J.P. Morgan Wealth Management to make a meaningful impact in Wilmette and Highland Park.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in Wilmette and Highland Park branches
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive needs assessments and recommend tailored investment portfolios, retirement strategies, and estate planning solutions
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic wealth management services
• Prospect for new clients through community networking, referrals, and branch events in the local Illinois market
• Ensure all advisory activities comply with SEC, FINRA, and J.P. Morgan regulatory standards
• Monitor client portfolios and provide ongoing performance reviews and adjustments based on market conditions
• Educate clients on J.P. Morgan's suite of products, including Chase Wealth Management and J.P. Morgan Private Bank offerings
• Achieve individual and team sales goals for advisory fees and investment assets under management
• Participate in professional development to stay current on financial trends and J.P. Morgan initiatives

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) licenses, or willingness to obtain within 120 days of hire
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting serving clients in Wilmette and Highland Park, IL
• Clean background check and no disqualifying regulatory history

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals and families in the Chicago North Shore area
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior success in meeting sales targets for investment products and advisory services
• Familiarity with J.P. Morgan's wealth management platforms and tools

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products (stocks, bonds, mutual funds, ETFs)
• Regulatory compliance (FINRA, SEC rules)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management in a fast-paced branch environment
• Empathy and active listening for client needs
• Team collaboration with cross-functional groups
• Digital literacy for CRM systems like Salesforce
• Market trend analysis and economic forecasting
• 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 match up to 5%
• 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 financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance if applicable for the Wilmette and Highland Park locations

JP Morgan Chase is an equal opportunity employer.