JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Lakeview, Chicago, IL
$48K
Chicago, IL · Full-time · Posted Oct 22, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides financial planning, investment advice, and personalized solutions to individuals and families while building client relationships and a book of business.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management.
- Provide holistic financial coaching and goals-based advice, including education on digital tools and investment channels.
- Support teammates and bank goals while fostering diversity and acting in clients’ best interests.
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.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them 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