J.P. Morgan Wealth Management – Private Client Advisor – Moline, IL (Quad Cities area)

J.P. Morgan Wealth Management – Private Client Advisor position in Moline, Rock Island County, IL is a Full‑Time role with JPMorganChase.

About the Role

As a Private Client Advisor, you will partner with affluent individuals and families to understand their financial goals and deliver personalized wealth‑management solutions. You will operate within J.P. Morgan’s advisory platform, leveraging a broad suite of investment products and digital tools while upholding the firm’s commitment to client service, diversity, and inclusion.

What You'll Do

• Develop and maintain long‑term relationships with high‑net‑worth clients through regular meetings and proactive communication.
• Conduct comprehensive financial assessments, including cash flow, risk tolerance, estate considerations, and tax implications.
• Recommend and implement tailored investment strategies, retirement plans, and wealth‑preservation solutions using J.P. Morgan’s product platform.
• Monitor client portfolios, provide performance updates, and adjust recommendations as market conditions or client circumstances evolve.
• Collaborate with internal specialists—such as trust, banking, and credit professionals—to deliver holistic advice.
• Ensure all activities comply with regulatory requirements, firm policies, and ethical standards.
• Contribute to business development efforts by participating in community events, seminars, and referral networks.

What We're Looking For

• A bachelor’s degree in finance, business, economics, or a related field (or equivalent professional experience).
• Proven ability to build trust and communicate effectively with affluent clients.
• Strong analytical skills and experience assessing financial needs and constructing investment plans.
• Familiarity with investment products, wealth‑management concepts, and financial planning principles.
• Proficiency with CRM systems and digital advisory tools.
• Commitment to ethical conduct, confidentiality, and regulatory compliance.
• Self‑motivated, goal‑oriented, and capable of working independently while contributing to a team environment.

About JPMorganChase

JPMorganChase is a leading global financial services firm that combines deep expertise, innovative technology, and a culture rooted in client focus and inclusion. The Wealth Management business helps individuals, families, and institutions grow and protect their wealth through personalized advice and a broad array of investment solutions.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.