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Private Client Advisor – Wealth Planning & Digital Guidance
Job in
Round Lake Beach, Lake County, Illinois, USA
Listed on 2026-08-30
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
JPMorgan Chase & Co. in Illinois seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, delivering an exceptional investor experience through advised solutions and Chase referrals.
The role requires active Series 7 and Series 66 licenses, Life/Health/LTC licenses, and bilingual English/Spanish. CFP preferred, and a bachelor’s degree is preferred.
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