J.P. Morgan Wealth Management - Private Client Advisor - Warrenville, IL
JPMorganChase
Overview 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. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. 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 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. About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. Equal Opportunity Employer/Disability/Veterans About The Team Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We\'re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they\'re focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn\'t just apply to assets; it applies to our team, too. We\'re fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we\'re known for as a global leader. #J-18808-Ljbffr JPMorganChase- Overview J.P. Morgan Wealth Management - Private Client Advisor - Will County / Central Illinois. Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - Will County / Central Illinois role at JPMorganChase. This role involves helping clients with...Private clientFull time
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Chicago O'Hare / Cook County Northwest Oak Brook, IL, United States Job Information Job Identification: 210584302 Job Category: Advisors Business Unit: Consumer & Community Banking Posting Date: 2025-01-08, 1...Private clientFull time- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Job Responsibilities... ...coaching and more. Equal Opportunity Employer/Disability/Veterans #J-18808-Ljbffr JPMorgan Chase & Co.Private 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
- ...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
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- Job Description 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 beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr JPMorganChasePrivate client
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- Bank of America seeks a Financial Advisor for Merrill Wealth Management in Lisle, IL. The role involves personalized client advice, leveraging technology for business growth, and... ...professionalism, and continuous development opportunities. #J-18808-Ljbffr Bank of America
- ...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
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- 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
- ...services firm in Illinois is seeking a Private Client Advisor to provide comprehensive financial planning... .... The role focuses on relationship management, advising clients from various backgrounds... ...Competitive compensation and benefits are offered. #J-18808-Ljbffr JPMorganChasePrivate client
- JPMorganChase is seeking a Private Client Advisor in Glen Ellyn, Illinois. In this role, you will provide personalized financial planning and investment... ...a strong commitment to client success. Competitive salary and benefits package provided. #J-18808-Ljbffr JPMorganChasePrivate client
$65k - $80.2k
Wealth Management Advisor - Glen Ellyn, IL page is loaded## Wealth Management Advisor - Glen Ellyn... ..., and committed to our clients and employees.At Wealth Management... ...services* Knowledge of private banking products and... ...journey to do our best. Helping #J-18808-Ljbffr U.S. BankTemporary workWork experience placementLocal areaFlexible hours- ...firm in Wheaton, Illinois, seeks a Private Client Investment Associate to provide exceptional... ...and client service. You will manage account requests, assist Advisors in fostering client relationships,... ...to meeting clients' financial needs. #J-18808-Ljbffr JPMorganChasePrivate client
$180k - $250k
...professional services firm in Elgin, IL is seeking an experienced Tax Director for its Private Client Services practice. The ideal... ...include overseeing tax returns, managing complex tax issues, and... ...opportunity to work in a hybrid model. #J-18808-Ljbffr H. T. PROF GroupPrivate clientPrivate practice- ...professional to drive business development and manage client relationships. The ideal candidate will... ...clients, and a strong background in wealth management. This role emphasizes analytical... ...growth and competitive compensation are provided. #J-18808-Ljbffr BMO U.S.
- ...institution in Aurora, Illinois, is seeking a Relationship Manager experienced in wealth management to enhance client relationships and drive business growth. The ideal... ..., along with a benefits package including health insurance and retirement plans. #J-18808-Ljbffr BMO U.S.
$17 per hour
...Representative - Elgin, IL - Customer Service Job Category: Debt Management Requisition Number: PAYME... ...overall delinquency for our clients. No Collections... ...late nights, as late as 10 p.m. per week and 2 Saturdays... ...notice from the Department of Labor. #J-18808-Ljbffr LSIHourly payFull timePart timeWork at officeRemote workWork from homeMonday to FridayFlexible hoursShift workNight shiftAfternoon shift- JPMorgan Chase & Co. is seeking a Private Client Banker in Naperville, Illinois to manage the banking relationships of affluent clients. This role involves acquiring... ...for professional development and working with a diverse client base. #J-18808-Ljbffr JPMorgan Chase & Co.Private client
- ...independently owned fee-based wealth management firms in the Midwest. JMG... ...Places to Work for Financial Advisors for 2021-2025. JMG is in search... ...Financial Advisor who can service clients in Illinois, specifically in... ...opportunity employer. #J-18808-Ljbffr JMG Financial Group...Full timeTemporary workWork at office
$85k - $150k
Accounting Manager - Private Client Services page is loaded## Accounting Manager - Private Client Serviceslocations... ...Services (PCS) practice in Elgin, IL. This role is hybrid with 3 days per... ...com.#LI - Hybrid#LI - AW1## Preferred Location:Elgin #J-18808-Ljbffr EisnerAmper LLPPrivate clientTemporary workPrivate practiceWork at officeLocal area3 days per week- ...Green is seeking a Survey Party Chief in New Lenox, IL, to perform surveys for public and private clients. The candidate will be responsible for planning fieldwork... ...equipment. This is a critical role in engineering design and construction services. #J-18808-Ljbffr HR GreenPrivate client
$100k
Merrill Wealth Management Financial Advisor Merrill Wealth Management is a leading... ...Wealth Management Client Associates help... ...Transparency details US - IL - Hinsdale - 118 W 1... ...- IL - Lisle - 3333 WARRENVILLE RD (IL9333), US - IL... ...- IL - Rockford - #J-18808-Ljbffr Bank of...Shift workDay shift- ...seeking a licensed CPA with over 5 years of experience in managing complex tax strategies for high-net-worth clients. The role requires technical expertise in tax... ...contributing to firm growth, and it entails leading engagements and mentoring junior staff. #J-18808-Ljbffr DHJJ
$74k - $138k
...advisory‑based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships and deliver an... ...experts to the client. Shares wealth solutions expertise and product... ...and your contact information. #J-18808-Ljbffr Koitecc SolutionsPart timeLocal area
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