JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Chicago, IL (Portage Park)
$48K
Chicago, IL · Full-time · Posted Feb 19, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families while building client relationships and a book of business.
What you'll do
- Build and maintain client relationships and a book of business, delivering personalized investment solutions with a focus on relationship management.
- Provide holistic financial coaching and goals-based advice, and educate clients about available investment technology and digital channels.
- Support teammates and bank goals while demonstrating market knowledge, sound judgment, and integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, cultivating and maintaining relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required, or to be obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$47,520.00-$47,520.00 USD base salary
Model-written summary · the original posting is authoritative