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Holistic Wealth Advisor Private Clients

Job in Lockport, Will County, Illinois, 60441, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
Position: Holistic Wealth Advisor for Private Clients
A leading financial services firm in Illinois is seeking a Private Client Advisor to deliver personalized investment solutions and build client relationships. The role requires at least 2 years of experience in financial advising, a Series 7 license, and a demonstrated ability in client acquisition and relationship management. This comprehensive position involves providing holistic financial coaching and fostering a diverse team culture.

Competitive compensation, benefits, and opportunities for growth are offered in a supportive environment.
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