J.P. Morgan Wealth Management - Private Client Advisor - Chicago Far South

Aumni; United States; Presencial; USD 42.768 - 52.272; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Descripción de la vacante

J.P. Morgan is hiring a Private Client Advisor to join their Wealth Management team in the Chicago area. You will provide comprehensive financial planning and investment solutions to clients, focusing on building relationships and offering personalized advice tailored to their financial goals.

This role requires at least 2 years of experience in financial services, a valid Series 7 and 66 license, and a commitment to goals-based planning. Benefits include comprehensive health care coverage and a retirement savings plan.

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• A valid and active Series 7 and 66 (63/65) license required.

Responsabilidades

• Build a book of business and deliver personalized investment solutions.
• Champion and support teammates’ success and foster diversity.
• Provide holistic view of clients’ financial needs.

Conocimientos

Client acquisition

Relationship management

Financial planning

Communication skills

Educación

Bachelor’s degree

Herramientas

Series 7 License

Series 66 License

Life and Health Insurance License

Descripción del empleo

J.P. Morgan Wealth Management – Private Client Advisor - Chicago Far South

Job Information

• Job Identification 210664926
• Job Category Advisors
• Business Unit Consumer & Community Banking
• Posting Date 2025-09-09, 11:57 a.m.
• Locations 611 E Lincoln Hwy, New Lenox, IL, 60451; 20801 S La Grange Rd, Frankfort, IL, 60423; 18701 S Halsted St, Glenwood, IL, 60425; 18301 Dixie Hwy, Homewood, IL, 60430; 3115 Ridge Rd, Lansing, IL, 60438; 15630 S Harlem Ave, Orland Park, IL, 60462; 12657 S Ridgeland Ave, Palos Heights, IL, 60463; 17157 Harlem Ave, Tinley Park, IL, 60477
• Apply Before 2025-12-31, 03:00 a.m.
• Job Schedule Full time
• Base Pay/Salary New Lenox,IL $47,520.00-$47520.00; Frankfort,IL $47,520.00-$47,520.00; Palos Heights,IL $47,520.00-$47,520.00; Homewood,IL $47,520.00-$47,520.00; Lansing,IL $47,520.00-$47,520.00; Tinley Park,IL 47,520.00-$47,520.00; Orland Park,IL $47,520.00-$47,520.00; Glenwood,IL $47,520.00-$47,520.00

Job Description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle 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 client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals‑based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

• Certified Financial Planning CFP
• 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 also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans