J.P. Morgan Wealth Management - Private Client Advisor - Evanston, IL

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

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Evanston, Illinois to deliver comprehensive financial planning and advice. In this role, you will support a wide range of clients, from those starting to save to those with significant wealth, ensuring an exceptional investor experience.

You will build and manage client relationships, provide personalized investment solutions, and embrace digital innovations to foster client confidence. A competitive salary, commission-based pay, and substantial benefits are part of the offer.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 license is required.

Responsibilities

• Build a book of business with personalized investment solutions.
• Champion team success and foster a culture of diversity.
• Educate clients on technology and channels available to manage investments.

Skills

Client acquisition

Relationship management

Financial market knowledge

Investment solutions delivery

Education

Bachelor's degree

CFP® certification

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

Overview

At J.P. Morgan Chase, we are enthusiastic about helping our clients, caring for 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 clients to offer the best investment solutions to meet their financial needs.

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

Job Responsibilities

• Champion and support your teammates' success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that prioritizes doing right by clients.
• Educate clients on the technology and channels available to them to 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 license.
• Active Series 66 (or 63/65) license required or must be obtained within 60 days of starting.
• 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 preferred.
• Bachelor's degree preferred.

Investment and Insurance Products Disclaimer

• 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.

Compensation and Benefits

We offer a competitive total rewards package including a base salary based on role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash or forfeitable equity. Benefits such as comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching are provided.

Equal Opportunity Employer / Disability / Veterans

We are an equal opportunity employer and value diversity in our workforce. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We provide reasonable accommodations for applicants and employees' religious practices, beliefs, mental health or physical disability needs.