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Private Client Advisor, Wealth Planning & Relationships

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services company in Chicago is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships, deliver personalized investment solutions, and educate clients on available technologies. Ideal candidates must have relevant financial experience, a valid Series 7 and 66, and a commitment to goals-based planning. This position emphasizes integrity, relationship management, and the ability to understand diverse client needs.
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