J.P. Morgan Wealth Management - Private Client Advisor - Chicago O'Hare / Cook County Northwest

JPMorganChase; Oak Brook (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase in Oak Brook, Illinois is seeking a Private Client Advisor to deliver personalized financial planning and advisory services to a range of clients. You will focus on building a book of business and maintaining relationships, emphasizing client needs and integrity.

The ideal candidate has at least 2 years in a Financial Advisor role and holds necessary licenses such as Series 7 and 66. Strong commitment to diversity and client education is essential for success in this role.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship cultivation.
• Valid and active licenses required within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology available to manage investments.
• Provide a holistic view of clients’ needs.

Skills

Client acquisition

Relationship management

Financial advisory

Technology education

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

At J.P. Morgan Chase, we are dedicated to delivering extraordinary customer service while upholding diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advisory services to a broad range of clients—from those just starting to save to those with significant wealth—representing the firm and delivering personalized investment solutions.

Responsibilities

• Champion and support teammates' success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity by doing right by clients at every opportunity.
• Educate clients on technology and channels available to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Required Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition, relationship cultivation, and partnership integration.
• Commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (or 63/65) license obtained within 60 days of start.
• Valid and active Life, Health and Long Term Care Insurance license obtained within 60 days of start.

Preferred Qualifications, Capabilities, And Skills

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

Equal Opportunity Employer

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.