Private Wealth Advisor — Holistic Planning & Digital Tools
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
J.P. Morgan Chase in Chicago is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.
You will build strong client relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client engagements. This position requires a minimum of 2 years in a financial advisory role, active Series 7 and Series 66 licenses, and Life/Health/Long Term Care licenses or ability to
We are currently recruiting a Private Wealth Advisor — Holistic Planning & Digital Tools for our team in Chicago, IL, United States.
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