J.P. Morgan Wealth Management - Private Client Advisor - Highland Park, IL
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. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, serving a wide range of clients from those just starting to save to those with significant wealth. You will 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, focusing on relationship management rather than 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 license. A valid and active Series 66 (or 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 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. Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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 provide a range of benefits and programs to meet employee needs, including 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. Equal Opportunity Employer / Disability / Veterans We are an equal opportunity employer and place a high value on diversity and inclusion. 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- ...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
...solutions to your clients by relying on... ...on relationship management, not portfolio management... ...in a Financial Advisor role or... ...degree preferred Private Client Advisor in Chase Wealth Management. Base... ...: Lake Forest, IL $47,520.00 - $47... ...disability needs. #J-18808-Ljbffr...Private client$47.52k
Private Client Advisor As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to... .... Base Pay/Salary Northbrook, IL: $47,520.00 per year. Equal Opportunity... ...physical disability needs. #J-18808-Ljbffr JPMorgan Chase...Private client- Job Description At J.P. Morgan Chase we have enthusiasm for helping clients, taking care of employees... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...to Private Client Advisors within Wealth Management...Private client
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment... ...Associate in J.P. Morgan Wealth Management, you will provide... ...support to Private Client Advisors within Wealth...Private client
- ...investment solutions to your clients by relying on leadership and relationship... ...focus on relationship management, not portfolio management... ...least 2 years in a Financial Advisor role or equivalent financial services... ...Employer/Disability/Veterans #J-18808-Ljbffr AumniPrivate client
- J.P. Morgan Chase is seeking a Private Client Advisor in Evanston, Illinois to deliver comprehensive financial planning and... ...to save to those with significant wealth, ensuring an exceptional investor experience. You will build and manage client relationships, provide...Private client
$47.52k
JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Northbrook, IL. You will provide comprehensive... ...and advice, focusing on relationship management and building a successful book of business... ...and additional benefits. #J-18808-Ljbffr JPMorgan Chase Bank, N....Private client- Baxter Credit Union located in Vernon Hills, IL is seeking a candidate for a Private Client Service role focused on relationship management and exceptional service for high-profile... ...opportunity for significant impact on member experiences. #J-18808-Ljbffr Baxter Credit UnionPrivate clientFlexible hours
- ...Registered Nurse (RN) | Emergency Room (ER) / Trauma Location: Highland Park, IL Agency: Coast Medical Service Pay: Competitive... ...and was included on the Inc. 5000 list of fastest growing private companies in America, as well as the Los Angeles Business Journal...Weekly payDaily paidFull timeShift workNight shift
- JPMorgan Chase & Co. seeks a Private Client Advisor to deliver personalized investment solutions and... ...maintaining a strong focus on relationship management and diversity. The ideal candidate has... ...tailored financial advice and solutions. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment... ...and growth across a broad suite of investment and planning solutions. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Lake Forest, IL. This role focuses on championing team success and providing personalized... ...of experience in a Financial Advisor role and possess required licenses. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.Private client
- ...Services, Inc. Glenview, IL, Orlando, FL, Fort... ...services firm serving private clients, professional investors... ...institutions. We are adding a Wealth Advisor to our team to assist... ...growth of our Wealth Management business. Our Vision... ...Office Suite #J-18808-Ljbffr Regal SecuritiesPrivate clientFull timeWork at office
- TwinThread is seeking a Financial Advisor located in Lake Zurich, IL. The ideal candidate will champion client success while navigating... ...acquisition and relationship management. A competitive rewards package... ...and wellness benefits, will be offered. #J-18808-Ljbffr AumniPrivate client
- ...leading financial services firm is seeking a Private Client Advisor in Lake Forest, Illinois. This role... ...experience, strong relationship management skills, and valid licenses. The position... ...within an inclusive and diverse environment. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- ...leading financial services firm seeks a Private Client Advisor in Lake Forest, Illinois. In this role,... ...and families, emphasizing relationship management over portfolio management. The ideal... ...package available, along with comprehensive benefits. #J-18808-Ljbffr JPMorganChasePrivate client
- JPMorganChase in Wilmette is seeking a Private Client Investment Associate to provide support to Private Client Advisors within Wealth Management. You will engage with clients to enhance... ...package and a commitment to diversity and inclusion. #J-18808-Ljbffr JPMorganChasePrivate client
$80k - $90k
...Description Merrill Wealth Management is a leading... ...Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...details US - IL - Deer Park - 21805 W FIELD PKWY... ...IL9218), US - IL - Highland Park - 1921 St... ...communities we serve. #J-18808-Ljbffr...Interim roleWork at officeLocal areaImmediate startShift workDay shift$60k - $180k
...Sales Associate Acura of Highland Park Highland Park, IL $60,000 $180,000+ Income Potential You don't need car experience. You need people... ...repeat business and referrals Work with experienced managers who help structure and close deals Train continuously...$16.25 - $17.5 per hour
...Highland Park--Part-Time Store Associate Job Category: Store/Sales Associates Requisition... ...Part-Time On-site Highland Park, IL 60035, USA Job Details Assist in developing... ...of a team, following the directions of managers and supervisors, while adhering to the...Part timeWeekend workAfternoon shift$75k - $95k
...Client Relationship Specialist Mesirow... ...capabilities spanning Private Capital &... ...Services. Our advisors provide investment... ...in assets under management, we have earned a... ...needs and goals. Wealth Management has been... ...work out of our Highland Park office to provide...Work at office- JPMorgan Chase & Co. is seeking a Private Client Advisor in Northbrook, Illinois. This role offers personalized... .... The role emphasizes relationship management and effectively utilizing digital... ...degree and CFP certification are preferred. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- Are you an experienced client advisor experienced in an RIA environment in search of a firm with... ...financial goals through strategic wealth management? Our rapidly growing wealth management... ...national origin, sex, physical or mental disability, or age. #J-18808-Ljbffr Mowery-
- JPMorganChase is looking for a Private Client Investment Associate in... ...This role involves supporting Advisors with operational requests, building... ...various compliance and risk management tasks. The ideal candidate... ...diverse and inclusive workplace. #J-18808-Ljbffr JPMorganChasePrivate client
- J.P. Morgan Chase in Gurnee is seeking a Private Client Advisor to support clients with comprehensive financial planning and advice. This role involves building client relationships and providing personalized investment solutions tailored to individual financial needs....Private client
- JPMorgan Chase & Co. is seeking a Private Client Banker in Northbrook, IL to manage affluent client relationships and drive growth across Chase Private Client... ...strong compliance discipline and flexibility for weekend/evening hours. #J-18808-Ljbffr JPMorgan Chase & Co.Private clientWeekend workAfternoon shift
$164.6k - $288k
...leading financial institution in Lake Forest, IL is seeking a Senior Portfolio Advisor to manage complex investment portfolios for high net worth clients. The role involves generating new... ...attractive opportunity for experienced professionals. #J-18808-Ljbffr Northern Trust Corp$80k - $90k
...leading financial institution is seeking an experienced Financial Advisor for their Advisor Development Program. This role involves working... ...include comprehensive training and a competitive salary range of $80,000 - $90,000 per year. #J-18808-Ljbffr Bank of America- ...locations across the country and growing, Bluemercury pioneered a client-first service model that emphasizes hyper-personalized, high-... ...loyalty programs and upcoming events. Support Inventory Management: Assist in stock management, ensuring product availability, and...Hourly payFull timeFlexible hoursAfternoon shift
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