J.P. Morgan Wealth Management- Vice President Advisor Concierge- Chicago, IL

J.P. Morgan Wealth Management- Vice President Advisor Concierge- Chicago, IL

Chicago, IL, United States

Apply Now

Job Information

Job Identification

210777774

Job Category

Operations Support

Business Unit

Asset & Wealth Management

Posting Date

08/10/2026, 07:47 AM

Locations

10 S Dearborn St, Chicago, IL, 60603, US

Apply Before

09/09/2026, 11:00 PM

Job Schedule

Full time

Base Pay/Salary

Chicago,IL $95,500.00-$153,000.00

Job Description

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.

As an Advisor Concierge with J.P. Morgan Advisors, you will serve as the dedicated, single point of contact for advisors in a given location, making connections for the advisor across Product, Service or Technology. You will answer advisor questions directly as well as connect advisors to the appropriate specialists, if needed. You will provide white glove concierge service for advisors and will connect advisors to 4 dedicated product specialists based on their location: Investments, Banking, Lending and Wealth Planning & Advice (WP&A).

You will also troubleshoot issues across technology, assisting advisors so they can focus on clients. To be successful in this role, you will need to understand advisor behavior and needs, be knowledgeable of the evolving product and service landscape, and capable of partnering with stakeholders across the organization to deliver exceptional advisor experience.

Job Responsibilities:

Act as key single point of contact to advisors and respond to daily requests, questions, and suggestions for improving the JPMA Advisor experience

Learn roles and product sets supported by various JPMA product specialists (Investments, Banking, Lending, Wealth Planning) in order to deliver accurate detail when responding to Advisor inquiries

Collaborate with various specialists and stakeholders to deliver exceptional advisor experience

Develop strong partnership with local branch leadership team

Develop strong partnership with others in the Concierge role in JPMA branches with the goal of have an open communication channel for sharing best practices, learnings, and peer support network

Understand key technology, branch operations, and account opening pain points

Track advisor questions and suggestions, resolve and/or escalate individual issues as they arise, recognize patterns in inquires and training gaps, and help the business prioritize long-term, strategic solutions based on advisor feedback

Required qualifications, capabilities, and skills:

Bachelor’s Degree

Minimum of 3 years in financial services industry with 3+ years of direct experience in Wealth Management

Self-starter with ability to independently seek out areas of improvement

Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities

Exceptional verbal and written communication skills

• Bachelor’s Degree and minimum 3 years in financial services with direct Wealth Management experience
• Self-starter with strong independent problem-solving skills
• Excellent verbal and written communication; team-oriented across organizational levels