JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Edwardsville, IL (including surrounding areas)
$48K
Edwardsville, IL · Full-time · Posted Jul 3, 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, building client relationships and supporting their financial needs.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching, including goals-based planning and advice beyond investments.
- Educate clients on digital tools and channels for managing and monitoring investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, maintaining client relationships, and partnering with key stakeholders.
- Valid and active Series 7; Series 66 (63/65) required or obtainable within 60 days of starting.
- Life, Health and Long Term Care Insurance license required or obtainable 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