More jobs:
Wealth Planning Advisor; Video/Phone Client Meetings
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-09
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
JPMorgan Chase is seeking a Personal Advisor in Chicago to create custom financial plans for clients through video and phone meetings. Your role will focus on building personalized financial strategies and managing relationships to fulfill clients' financial goals.
The ideal candidate will have experience in financial services, strong organizational skills, and be required to hold Series 7 and Series 66 licenses. Additionally, the position offers a competitive salary range of $71,250 to $105,000 per year along with comprehensive benefits.
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