JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Lake Zurich, IL
$48K
Lake Zurich, IL · Full-time · Posted Oct 21, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and offering solutions and referrals to meet their financial needs.
What you'll do
- Build a book of business and deliver personalized investment solutions, with a focus on relationship management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while delivering client-focused advice with integrity.
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 working with key partners.
- 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