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Wealth Advisor: Holistic Planning & Client

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-09-09
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 150000 USD Yearly USD 100000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families in Chicago.

You will build enduring client relationships, grow a book of business, and leverage partnerships to deliver tailored investment solutions while using digital tools to enhance the investor experience. The role requires a minimum of 2 years in a financial advisory capacity, a Series 7, Series 66, and appropriate

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