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

Aumni; Park Ridge (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan is seeking a Private Client Advisor in Park Ridge, IL, to provide personalized investment solutions and comprehensive financial coaching.

Ideal candidates have at least 2 years of experience as a Financial Advisor and possess the necessary licenses. You will build strong client relationships and educate clients on technology for investment management.

The position emphasizes integrity and client-centric solutions, fostering a culture of teamwork and diversity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and maintaining relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for managing investments.
• Provide a holistic view of clients’ needs with financial coaching.

Skills

Client acquisition

Financial planning

Integrity

Relationship management

Digital literacy

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

J.P. Morgan Wealth Management – Private Client Advisor

Location: Park Ridge, IL. Position available multiple Chicago area locations.

J.P. Morgan Chase is committed to helping clients achieve their financial goals through a broad range of investment solutions and exceptional customer service. As a Private Client Advisor in Wealth Management, you will provide comprehensive financial planning and advisory services to individuals and families, offering personalized investment solutions and holistic financial coaching.

Job responsibilities

• Champion and support teammates’ success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focused on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and prioritize doing right by clients at every opportunity.
• Educate clients on technology and channels available to them to better monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs with financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and comfortable banking on their own terms.

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.
• Valid and active Series 7 license.
• Valid and active Series 66 (or 63/65) license required or must be obtained within 60 days of starting.
• 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 preferred.
• Bachelor’s degree preferred.

Investment and insurance products:

Products are not FDIC insured, not insured by any federal government agency, not a deposit or other obligation of JPMorgan Chase Bank, N.A. or its affiliates, and are subject to investment risks including possible loss of principal.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS) and can be customized by advisors. Annuities are offered through Chase Insurance Agency, Inc. Products not universally available across all states.

Equal Opportunity Employer/Disability/Veterans