JPMorgan Chase
J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago, IL
$76K–$107K
Chicago, IL · Full-time · Posted Sep 25, 2026
- Experience
- At least 3 years preferred; no alternative stated.
- Education
- Bachelor’s degree preferred.
About the job
Advises wealth management clients through scheduled video or phone appointments, creating personalized financial plans and matching clients with investment portfolios managed by J.P. Morgan’s Chief Investment Officer.
What you'll do
- Develop holistic, goals-based financial plans using investment, wealth planning, credit, and banking concepts.
- Convert leads into clients and maintain client relationships by providing ongoing financial advice.
- Educate clients about digital products and help them pursue their financial goals.
What they ask for
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting as a condition of employment.
- Must be licensed in all states.
Nice to have
- At least 3 years of relevant financial services or brokerage experience, with a focus on financial planning.
- Bachelor’s degree and CFP preferred.
Pay
$76,475.00-$107,000.00 USD base salary
Model-written summary · the original posting is authoritative