JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - DuPage County
$48K
Woodridge, IL · Full-time · Posted Feb 19, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides financial planning and investment advice to individuals and families, building client relationships and offering personalized solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and goals-based planning and advice.
- Educate clients about digital technology and channels for managing their investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integration with key partners.
- Valid and active Series 7.
- Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain each within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD 47,520.00-$47,520.00 base salary
Model-written summary · the original posting is authoritative