Wealth Planning Advisor for High‑Net‑Worth Clients
Job in
Rockford, Winnebago County, Illinois, 61103, USA
Listed on 2026-08-10
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
JPMorgan Chase & Co. invites experienced Private Client Advisors to join Chase Wealth Management in Rockford, IL. You will offer comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering exceptional investment solutions.
This role requires active Series 7 and Series 66 licenses, Life/Health/LTC licenses, and a track record of client acquisition. A CFP is preferred, with 2+ years in financial advisory, and a commitment to goals-based
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