J.P. Morgan Wealth Management - Private Client Advisor - Central Illinois
$47.52kJPMorgan Chase
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. 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 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. 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 Base Pay/Salary Springfield,IL $47,520.00 - $47,520.00; Bloomington,IL $47,520.00 - $47,520.00; Peoria,IL $47,520.00 - $47,520.00 #J-18808-Ljbffr JPMorgan Chase- ...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
$25.25 - $34.62 per hour
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management...Private client- ...leading financial services firm is seeking a Private Client Advisor in Springfield, IL. The role involves... ...clients, focusing on relationship management and investment solutions. Successful candidates... ...and a full range of benefits to its employees. #J-18808-Ljbffr JPMorgan ChasePrivate client
$100k - $173.3k
...ManagementManulife Investment Management is the global wealth and asset... ...public and private market solutions to clients. We are committed... ...consultants across the Central U.S, based in Chicago... ...LocationUSA, Illinois - Full Time RemoteWorking... ...Company (U.S.A.) #J-18808-Ljbffr...Private clientFull timeTemporary workWork at officeLocal areaFlexible hours- A prestigious law firm in Illinois is seeking an Associate to join their Private Client group. The role involves advising high-net... ...on estate planning and wealth preservation. Candidates should have... ...the gap between law school and partnership. #J-18808-Ljbffr VOYlegalPrivate client
$205k - $240k
A leading investment management firm is seeking an experienced... ...to join its Private Client Group, covering the Upper... ...sophisticated financial advisors. A Bachelor's degree... ...experience in asset or wealth management. An... ...performance bonuses. #J-18808-Ljbffr PIMCO Ltd...Private client$36.06 - $40.87 per hour
...America is looking for a Financial Advisor to join their Merrill Wealth Management team in Springfield, Illinois. This role involves working with high-net worth clients, understanding their financial... ...incentive plan based on performance. #J-18808-Ljbffr Bank of AmericaHourly pay$170k - $275k
...to join my firm client's sophisticated Private Client group. In... ...serve as a trusted advisor to high-net-... ...mitigation, and wealth preservation. Key... ...court procedures. J.D. from an... ...membership in the Illinois Bar. The Platform... ...delegation and workflow management to maximize your...Private clientHourly pay- Our client is seeking a Senior Client Relationship Manager, Vice President to join its... ...across the wealth management channel... ...registered investment advisors, independent... ...incorporate private markets and... ...include: Chicago for Illinois, Minnesota, and... ...coverage #J-18808-Ljbffr Knack...Private client
- ...Springfield, IL is seeking a Private Client Investment Associate to deliver... ...support to Private Client Advisors. The role requires facilitating... ...with compliance and risk management responsibilities. The ideal candidate... ...range of employee benefits. #J-18808-Ljbffr JPMorgan ChasePrivate client
$175k - $250k
A national wealth management firm is looking for a Senior Relationship Manager to join their expanding... ...candidate will manage HNW/UHNW client relationships, implement sophisticated investment... ...CFA, CFP, or MBA credentials will be favored. #J-18808-Ljbffr TWM Executive SearchWork at office$205k - $240k
...across public and private markets. We invest our clients' capital across a range... ...leader and trusted advisor to our clients.... ...within the U.S. Global Wealth Management (GWM) business, to... ...), Wisconsin, Illinois, Michigan, Missouri... ...two business days. #J-18808-Ljbffr PIMCO...Private clientWork at officeFlexible hoursShift work- ...Fortitude is seeking a Wealth Advisor to join our wealth management team and support a Senior... ...strategies for high-net-worth clients. This is an exciting... ...Fortitude Fortitude is a privately held financial services firm... ...their financial goals. #J-18808-Ljbffr Fortitude...
- ...Atlas Roofing Corporation , a privately owned company established in... ...Territory Sales Representative for Central Illinois . This territory includes... ...daily with Regional Sales Manager, Plant Manager, Account Executives... ...Opportunity Employer. #J-18808-Ljbffr Atlas Roofing CorporationFor contractors
- ...hiring a Soil Health Sales Representative in Central Illinois to empower growers with regenerative... ...5-20 growers. Collaborate with Sales Managers and Agronomists to deliver a best-in-class... ...Opportunities for career growth and personal enrichment #J-18808-Ljbffr AgHiresLocal areaFlexible hours
$50k - $86k
...& Life Safety Services business across Central Illinois (Peoria, Bloomington, Springfield, and Champaign... ...Siemens as a trusted service provider Manage forecasting, account planning, and sales... ...Infrastructure Job Type: Full‑time Category: Sales #J-18808-Ljbffr SiemensPermanent employmentFull timeLocal areaRemote work$120k - $155k
...Renewable Energy Project Manager - Solar, Utilities &... ...practice through client relationship... ...services to public and private sector clients across... ...approvals and permitting in Illinois, with familiarity in... ..., or local law. #J-18808-Ljbffr Fisher Associates, P.E., L.S., L.A., D.Private clientLocal areaFlexible hours$150k - $220k
...opportunity for an Illinois Regional Leader to... ...growth, strengthen client relationships, and... ...public agencies and private clients, including... ...priorities. Direct and manage regional... ...telecommuting opportunities. Wealth‑Building: 401(k)... ...and local laws. #J-18808-Ljbffr Lochmueller...Private clientWork at officeLocal areaRemote workFlexible hours$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager to provide tax services for high‑net‑worth individuals, partnerships... ..., a CPA license, and strong analytical skills. Join a high-performing team dedicated to client success. #J-18808-Ljbffr Ernst & Young OmanPrivate clientRemote jobHourly paySeasonal work$41.2k - $76.8k
Senior Client Service Representative Award-winning, inclusive, Top... ...health & benefits, retirement, and private client insurance solutions to... ...documents in the agency management system with a focus on accuracy... ...as well as employee assistance programs. #J-18808-Ljbffr NACBAPrivate clientMinimum wageLocal areaNight shift- A leading faith-based health system in central Illinois is excited to announce an exceptional opportunity... ...provide support on weekends), and two private surgical techs who handle robots and... ..., this city is a wonderful place to call home. #J-18808-Ljbffr Rosman SearchFull timePart timeLocal areaImmediate startRelocation packageWeekend work
$135k - $167k
...engineering firm in Illinois, we are seeking... ...Engineering Manager for our... ...transportation practice in Central Illinois. The... ...cornerstone clients including the... ...presence as a trusted advisor in the region.... ...agencies and private‑sector clients... ...000 per year #J-18808-Ljbffr...Private clientContract workWork at office$162.21k - $210.43k
Central Region Transit Market Sector Leader... ...architects, construction management staff,... ...opportunity assessment, client management, technical... ...construction for private, federal, state,... ...Location United States-Illinois-Chicago Other... ...global teams. #J-18808-Ljbffr Fashion...Full timeTemporary workLocal area- ...Assessment Coordinator (Hybrid | Central Illinois)### Description &... ...and Family Services (HFS) to manage the assessment process for Preadmission... ...5 Mbps upload speeds - Private and secure workspace#LI-HybridPay... ...salary thresholds in all instances. #J-18808-Ljbffr MaximusMinimum wageContract workTemporary workWork experience placementWork at officeHome office
- ...Enhancement is hiring for a financial position focused on client relationship management and sales in the banking sector. This role involves uncovering... ...salary and benefits in a collaborative environment. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
$130k - $175k
...remain responsive to client needs yet large... ...Structural - Bridge Project Manager Our growing team is... ...local agencies and private clients. You will... ...Chicago, IL. Our Illinois Division’s... ...technical reviewer or advisor. Adhere to all internal... ...@Benesch.com #J-18808-Ljbffr BeneschPrivate clientTemporary workFor contractorsWork experience placementFor subcontractorWork at officeLocal areaImmediate startRemote work$60k - $125k
...success and peace of mind of our clients. Strategic Client Engagement:... ...clients and their external advisors, serving as a trusted resource... ...and Outlook, for efficient data management and communication.... ...protected by applicable law. #J-18808-Ljbffr Goldman Sachs Group...Full timeTemporary workPart timeWork at office- ...Electrophysiology Opportunity Springfield, Illinois This Academic Cardiac... ...on atrial fibrillation management and device procedures Structured... ...times, and strong public and private schools. The city features parks... ...comfortably. JN -032025-33143 #J-18808-Ljbffr CurativeRelocation package
$60k
Barri Financial Group is seeking a Territory Manager in Illinois to build and strengthen customer relationships, focusing on sales and recruitment... ...0,000 per year and opportunities for growth in a dynamic financial services environment. #J-18808-Ljbffr Barri Financial Group$85k
...and purpose of what we do. It continues with our one-of-a-kind management program designed to build the best managers in the industry, where... ...schedule**SUPERVISORY RESPONSIBILITIES (IF APPLICABLE)**Pay Range for this role:$85,000 to $85,000 #J-18808-Ljbffr BioRobotics
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Wealth Management - Private Client Advisor - Central Illinois. Be the first to apply!
- wealth management advisor Springfield, IL
- wealth management consultant Springfield, IL
- wealth manager Springfield, IL
- customer service representative csr Springfield, IL
- service representative Springfield, IL
- bilingual customer support specialist Springfield, IL
- customer service associate remote Springfield, IL
- employee relations assistant Springfield, IL
- full time customer service representative work from home Springfield, IL
- contact representative (customer service representative) Springfield, IL
