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Private Client Advisor - Wealth Planning & Digital Solutions

Job in Rockford, Winnebago County, Illinois, 61103, USA
Listing for: JPMorgan Chase Bank, N.A.
Full Time position
Listed on 2026-02-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to join its Wealth Management team in Rockford, Illinois. This role requires at least 2 years of experience in a financial advisory capacity focusing on client relationships and offering comprehensive financial solutions. The successful candidate will be responsible for building client relationships, providing financial coaching, and ensuring client engagement in the investment process.

The firm offers a competitive salary commensurate with experience and various employee benefits including health care and retirement plans.
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