Private Client Wealth Advisor — Holistic Planning
Job in
Glen Ellyn, DuPage County, Illinois, 60138, USA
Listed on 2026-06-26
Listing for:
JPMorganChase
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Chase is seeking a Private Client Advisor in Glen Ellyn, Illinois. In this role, you will provide personalized financial planning and investment solutions to clients. Responsibilities include fostering client relationships, educating clients about digital tools, and offering comprehensive financial coaching. Candidates should possess a minimum of 2 years in a financial advisory role, relevant licenses including Series 7 and 66, and demonstrate a strong commitment to client success.
Competitive salary and benefits package provided.
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