J.P. Morgan Wealth Management - Private Client Advisor - Naperville / Aurora, IL (area)
JPMorganChase
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. 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) 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 Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. 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, and financial coaching. Equal Opportunity Employer 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. #J-18808-Ljbffr JPMorganChase- At J.P. Morgan Chase, we are passionate about helping our clients, taking care of our employees, building relationships, and... ...skills; focus on relationship management, not portfolio management. Demonstrate... ...least 2 years in a Financial Advisor role or equivalent financial...Private client
- ...Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$47.52k
...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...Base Pay/Salary Joliet,IL $47,520.00 - $47,520.00Private client- 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...Private client
- As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and... ...products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer...Private client
$78.08k - $117.12k
The Wealth Relationship Mgmt. (Branch... ...for the area or function.... ...needs of the client and offer solutions... ...Financial Advisor, Small... ...Relationship Manager, etc.) Organize... ...Family Group Private Client Coverage... ...Primary Location Naperville Illinois... ...Rights poster. #J-18808-Ljbffr...Private clientFull timeWork at office$78.08k - $117.12k
The Wealth Relationship Manager SAFE Act is a seasoned professional... ...‑flow for the area or function.... ...financial needs of the client and offer... ...Consultants and Financial Advisor, Small Business... ...Location: Naperville, Illinois, United... ...Rights poster. #J-18808-Ljbffr CitiWork at office- J.P. Morgan Chase is looking for a passionate Financial Advisor in Naperville, IL, who can build client relationships and provide tailored investment solutions. The role requires strong interpersonal skills, at least 2 years of experience, and various financial licenses...Private client
- J.P. Morgan Chase is seeking a Private Client Advisor for the Batavia area. This role focuses on building client relationships and offering comprehensive financial planning... ...a strong understanding of financial markets and relationship management skills. #J-18808-Ljbffr AumniPrivate client
- Data Architect - Wealth Management Join a... ...onsite at the client's office in Naperville, IL and is a hybrid... ...transactions, and advisor relationships.... ...closely adjacent areas (asset management, private banking, or... ...Databases: RDS, Aurora, DynamoDB.... ...management. #J-18808-Ljbffr System...Work at office
- JPMorganChase in Naperville, Illinois, seeks a Financial Advisor to champion client relationships and deliver tailored investment solutions. This role demands integrity... ...healthcare, retirement savings, and support for mental health needs. #J-18808-Ljbffr JPMorganChasePrivate client
- TwinThread is hiring for the position of Private Client Advisor in Woodridge, IL. The ideal candidate will have at... ...client acquisition and relationship management. The role involves delivering... ...supportive environment focused on diversity and inclusion. #J-18808-Ljbffr AumniPrivate client
- A leading financial services firm is seeking a Private Client Advisor in Woodridge, Illinois. You will provide comprehensive financial planning and... .... This role offers a dynamic environment focused on client success and diversity. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- JPMorgan Chase & Co. in Illinois seeks a Select Growth Advisor to a Private Client Advisor role within Chase Wealth Management. You will deliver comprehensive financial... ...responsibilities spanning advisory services, product updates, and marketing #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- Citigroup Inc. seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify opportunities, deepen client relationships, and tailor financial solutions... ...registrations are required, with mortgage licensing obligations to follow. #J-18808-Ljbffr Citigroup Inc.
- Citi is recruiting for a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Naperville, IL. The role focuses on deepening client relationships, delivering holistic financial planning, and... .... On-site, full-time role with strong compliance expectations. #J-18808-Ljbffr CitiFull time
- ...: Data Architect Wealth Management Duration : 6+ Months... ...Location : Naperville IL Work Mode : Hybrid... ...entities such as clients, households,... ...transactions, and advisor relationships.... ...Asset Management, Private Banking, or Brokerage... ...Amazon RDS Aurora DynamoDB Security...Contract work
- ...leading financial services firm is seeking a Private Client Advisor in New Lenox, Illinois. The role... ...with a strong emphasis on relationship management. The ideal candidate has a minimum of 2... ...competitive compensation and a rich benefits package. #J-18808-Ljbffr JPMorganChasePrivate client
- ...leading financial services firm in Central Illinois is seeking a Private Client Advisor to help clients achieve their financial goals through... ...client education. This role offers a competitive rewards package including salary and benefits. #J-18808-Ljbffr JPMorganChasePrivate client
- ...Location: Hybrid, Naperville, IL Duration: 6+... ...architecture that powers Wealth Management analytics while... ...models for clients, households, accounts... ..., and advisor relationships.... ...Asset Management, Private Banking, or Brokerage... ...Databases: RDS, Aurora, DynamoDB Security...Full timeLocal area
$84.46k - $154.49k
Solid Waste Engineer/Project Manager Job Location: Naperville, IL. Category: Waste... ...supporting local government and private clients across the municipal solid... ...Professional licensure (P.E. or G.) preferred Understanding... ..., state, or local law. #J-18808-Ljbffr Civil and...Private clientFull timeTemporary workFor contractorsLocal area$66.58k - $142.58k
...Position Summary The Care Manager RN uses a collaborative,... ...Nurse (RN) license in IL Must possess reliable transportation... ...county and surrounding areas. Mileage is reimbursed... .... A quiet, secure and private designated home virtual... ...state and local laws. #J-18808-Ljbffr CVS HealthHourly payFull timeTemporary workWork at officeLocal areaRemote workWork from home- Fairygodboss is looking for a Financial Advisor in Batavia, Illinois. The role involves building client relationships and providing investment solutions tailored to their... ...a diverse workplace committed to inclusion and equal opportunity for all. #J-18808-Ljbffr FairygodbossPrivate client
- ...professional advisors, supporting them and their clients in making effective... ...portfolio management, cultivation and... ...donors to area needs, and build... ...businesses, and private foundations,... ...g. attorneys, wealth advisors, accountants... .... #J-18808-Ljbffr Naperville Area Chamber of...Permanent employmentWork at officeLocal areaAfternoon shift
- Fairygodboss is hiring a Financial Advisor in New Lenox, Illinois. The role emphasizes building strong client relationships while offering innovative investment solutions... ...and more, all while fostering a commitment to diversity and inclusion. #J-18808-Ljbffr FairygodbossPrivate client
$100k - $135k
...Description Job Description Financial Advisor Location: Downers Grove, IL and/or Greater Milwaukee Area Pay Range: $100,000 - $135,000 per year Our client is one of the largest independently owned fee-based wealth management firms in the Midwest. They provide...Full timeTemporary workWork at office- Sikich LLP in Naperville, Illinois is looking for a Principal to manage key client relationships and lead strategic business development initiatives. This role demands... ...Policy, wellness programs, and a 401(k) plan among various other benefits. #J-18808-Ljbffr Sikich LLPPrivate clientFlexible hours
- ...Group is seeking a Senior Relationship Manager for HNW/UHNW clients in the United States. You will deliver... .... Ideal candidates bring 7+ years in wealth management, strong financial planning... ...expertise, and a proven ability to lead complex client #J-18808-Ljbffr BMO U.S.
$78.08k - $117.12k
Citi is hiring a Wealth Relationship Manager in Naperville, Illinois. This senior professional role focuses on building and deepening client relationships in the affluent and High Net Worth segment... ...range of $78,080.00 - $117,120.00 are offered. #J-18808-Ljbffr Citi- Mission Wealth in Lisle, IL seeks a Client Service Representative to join our Operations team on a hybrid schedule. You will support the Central/East Coast... ...across departments. A bachelor's degree and 2+ years in client service are required. #J-18808-Ljbffr Mission Wealth
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