J.P. Morgan Wealth Management - Private Client Advisor - Central Illinois

JPMorganChase; Lockport (IL); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Central Illinois is seeking a Private Client Advisor to help clients achieve their financial goals through personalized investment solutions. The ideal candidate will have at least 2 years of experience in financial services, possess a Series 7 license, and demonstrate a commitment to integrity and client education. This role offers a competitive rewards package including salary and benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion team success and the bank’s goals.
• Build a book of business with personalized investment solutions.
• Educate clients on technology to manage investments.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Financial coaching

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license (or 63/65)

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Wealth Management – Private Client Advisor – Central Illinois at JPMorganChase

At J.P. Morgan Chase, we are passionate about helping our clients achieve their financial goals while fostering a culture of diversity and inclusion. Using a broad investment product platform and cutting‑edge digital technology, you will represent our brand, interact with clients, and offer the best investment solutions to meet their needs.

Job Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity, doing right by clients at every opportunity.
• Educate clients on the technology and channels available to help them monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Required Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals‑based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (or 63/65) license, required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license, required or must be obtained within 60 days of starting.

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planning (CFP®) certification is preferred.
• Bachelor’s degree preferred.

Investment And Insurance Products Are

• NOT FDIC INSURED.
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES.
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

We offer a competitive total rewards package including base salary, commission‑based pay, discretionary incentive compensation, and a range of benefits such as comprehensive health care coverage, on‑site wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

We are an equal‑opportunity employer. We do not discriminate on any protected basis and provide reasonable accommodations for religious practices and disabilities.