J.P. Morgan Wealth Managment - Private Client Advisor - Lake Zurich, IL

Location: Lake Zurich, 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 Lake Zurich, IL branch. In this role, you will serve as a trusted financial advisor to individuals and families, helping them navigate their wealth-building journey with comprehensive planning and personalized advice. As a branch-based advisor, you will leverage J.P. Morgan's world-class resources to deliver holistic solutions, including investment management, retirement strategies, and estate planning, all while fostering deep, enduring client relationships in the vibrant Lake Zurich community. Your day-to-day responsibilities will involve conducting in-depth financial assessments, recommending tailored investment portfolios from J.P. Morgan's extensive offerings, and ensuring seamless integration with Chase banking services. You will collaborate with our broader Wealth Management team to provide access to sophisticated tools like alternative investments and global market insights, all while adhering to the highest standards of compliance and ethical practices upheld by J.P. Morgan Chase. Success in this position requires a client-centric approach, where you proactively identify opportunities to grow assets under management and support clients through life's financial milestones. J.P. Morgan Wealth Management is committed to empowering advisors with cutting-edge technology, ongoing training, and a supportive culture that values innovation and integrity. If you are passionate about financial services and eager to make a meaningful impact in the lives of clients in Lake Zurich and surrounding areas, this role offers an unparalleled platform to advance your career within one of the world's leading financial institutions. Join us to help clients achieve their dreams while contributing to J.P. Morgan's legacy of excellence in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Lake Zurich branch
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and portfolio management
• Collaborate with J.P. Morgan Wealth Management teams to offer access to exclusive investment products and banking services
• Prospect and acquire new clients through community networking, referrals, and branch-based interactions
• 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 needed
• Educate clients on J.P. Morgan's suite of wealth management tools, such as digital platforms and advisory services
• Participate in branch events and initiatives to promote wealth management opportunities
• Document client interactions and maintain accurate records in J.P. Morgan's 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) securities licenses
• 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 independently in a branch-based setting while collaborating with team members
• 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 platforms, including Chase Wealth Management tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in the Lake Zurich area
• Previous success in meeting or exceeding sales targets in wealth management
• Knowledge of local market dynamics in the Chicago metropolitan region

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory counseling
• Data interpretation and reporting
• Team collaboration
• Adaptability to market changes

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
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• 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 for eligible candidates moving to the Lake Zurich area

JP Morgan Chase is an equal opportunity employer.