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

Location: Worth, 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 branch in Worth, IL. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions tailored to their life goals. As a branch-based advisor, you will leverage J.P. Morgan's global resources, cutting-edge research, and innovative tools to provide holistic financial planning, including investment strategies, retirement optimization, and legacy planning. Our Private Client Advisors thrive in a collaborative environment, working closely with branch colleagues to help clients navigate complex financial landscapes and achieve long-term success. Key to this position is building deep, enduring relationships with clients in the diverse Worth community, where you'll identify opportunities to integrate J.P. Morgan's suite of products—such as customized portfolios, lending solutions, and banking services—into personalized advice. You will conduct thorough needs assessments, monitor economic trends, and adjust strategies proactively to align with clients' evolving objectives. Compliance and integrity are paramount; you'll ensure all recommendations adhere to the highest standards of J.P. Morgan Chase's ethical guidelines and regulatory requirements, fostering trust in one of the world's leading financial institutions. This role offers a dynamic career path within J.P. Morgan Wealth Management, with opportunities for professional growth through ongoing training, mentorship, and access to industry-leading certifications. If you are passionate about empowering clients' financial futures and excel in a client-focused, high-performance setting, join our team in Worth, IL, to make a meaningful impact in the financial services industry.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Worth, IL branch
• Develop and maintain long-term relationships with clients by understanding their unique financial goals and risk tolerance
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and portfolio management
• Recommend and implement J.P. Morgan Wealth Management products such as investment portfolios, insurance, and banking solutions
• Collaborate with branch teams and specialists to deliver holistic wealth management services
• Prospect for new clients through community outreach, referrals, and branch networking events
• Ensure all advisory activities comply with J.P. Morgan Chase policies, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance updates and adjustments as market conditions evolve
• Educate clients on market trends, economic factors, and J.P. Morgan's research-driven insights
• Achieve individual and team sales goals while prioritizing client-centric outcomes

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 the ability 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 in the wealth management industry
• Ability to work in a branch-based setting and engage with diverse client demographics
• Clean background check and compliance with FINRA and SEC regulations

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 solutions
• Bilingual proficiency, particularly in Spanish, to serve the diverse community in Worth, IL
• Previous success in meeting or exceeding sales targets in a competitive financial services market
• Knowledge of local economic trends and community networks in the Chicago metropolitan area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Data analysis using financial software
• Knowledge of tax and estate planning
• Team collaboration
• Adaptability to market changes
• Ethical judgment in advisory roles

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible pay
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for relevant certifications
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance if applicable, plus commuter benefits for the Worth, IL location

JP Morgan Chase is an equal opportunity employer.