Wealth Personal Advisor: Custom Plans & Client
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-08
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
JPMorgan Chase & Co. is hiring a Personal Advisor in Chicago to partner with clients in creating tailored financial plans. You will work primarily via video or phone meetings, providing advice and matching clients with investment portfolios managed by J.P. Morgan. Collaboration in a team-based environment is essential.
The ideal candidate will have Series 7 and Series 66 licenses, with a strong preference for 3 years of financial services experience and a bachelor’s degree.
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