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Financial Advisor Financial Consultant

Private Client Advisor - Holistic Wealth Planner

Job in Batavia, Kane County, Illinois, 60510, USA
Listing for: TwinThread
Full Time position
Listed on 2026-05-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
J.P. Morgan Chase is seeking a Private Client Advisor for the Batavia area. This role focuses on building client relationships and offering comprehensive financial planning and investment solutions. Candidates should have at least 2 years of experience, a valid Series 7 and Series 66 license, and a commitment to client success. A Bachelor's degree and CFP® certification are preferred. The position emphasizes a strong understanding of financial markets and relationship management skills.
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