J.P. Morgan Wealth Managment - Private Client Advisor - Park Ridge, 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. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them achieve their long-term financial goals. Leveraging J.P. Morgan Chase's global resources and expertise, you will provide tailored investment strategies, retirement planning, and wealth preservation solutions in a client-centric environment. This position offers the opportunity to build meaningful relationships within the vibrant Park Ridge community while contributing to one of the world's leading financial institutions. Your primary focus will be on understanding clients' unique financial situations, including income, assets, liabilities, and life objectives, to create personalized plans that align with J.P. Morgan's high standards of service. You will collaborate with internal partners, such as Chase bankers and investment specialists, to offer a seamless experience across banking, lending, and wealth management products. Success in this role requires a proactive approach to client acquisition through networking, referrals, and local events, while ensuring all recommendations adhere to strict regulatory guidelines set by FINRA and the SEC. J.P. Morgan Wealth Management is committed to fostering an inclusive culture where advisors like you can thrive professionally and personally. In Park Ridge, IL, you will benefit from a supportive team atmosphere, cutting-edge tools for portfolio analysis, and ongoing training to stay ahead in the evolving financial services landscape. If you are passionate about empowering clients to navigate complex financial decisions and have a proven track record in advisory services, this role provides a rewarding path to advance your career at J.P. Morgan Chase.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Park Ridge, IL branch
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive financial assessments, including goal setting, risk profiling, and portfolio recommendations tailored to client needs
• Collaborate with J.P. Morgan Chase bankers, specialists, and product teams to deliver holistic wealth management solutions
• Prospect for new clients through referrals, networking events, and community involvement in the local Park Ridge area
• Ensure all advisory activities comply with J.P. Morgan Chase policies, FINRA, and SEC regulations
• Monitor client portfolios and market conditions to provide timely updates and adjustments
• Educate clients on J.P. Morgan's suite of investment products, including mutual funds, ETFs, and alternative investments
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems
• Contribute to branch goals by participating in team meetings and client appreciation events

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a retail banking or wealth management environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the U.S. financial markets
• Ability to work independently in a branch-based setting while collaborating with J.P. Morgan Chase teams
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience with J.P. Morgan Chase products and services or a similar large financial institution
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Park Ridge, IL area
• Previous success in meeting or exceeding sales targets for investment and advisory services
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• CRM software proficiency (e.g., Salesforce)
• Time management and organization
• Empathy and active listening
• Negotiation and persuasion
• Market research and trend analysis
• Ethical decision-making
• Team collaboration and leadership

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 opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to J.P. Morgan's employee investment programs
• Wellness programs including gym memberships, mental health support, and financial wellness resources
• Relocation assistance if applicable, plus commuter benefits for the Park Ridge, IL location

JP Morgan Chase is an equal opportunity employer.