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Private Client Advisor – Wealth Planning & Digital Advisory
Job in
Northbrook, Cook County, Illinois, 60065, USA
Listed on 2026-05-13
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-05-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
This role offers personalized investment solutions and comprehensive financial planning to clients from all backgrounds. Candidates should have at least 2 years of experience in financial advisory, hold active licenses such as Series 7 and Series 66, and demonstrate success in client acquisition. The role emphasizes relationship management and effectively utilizing digital technology to meet client needs. A Bachelor's degree and CFP certification are preferred.
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