JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Matteson, IL
$48K
Matteson, IL +4 · Full-time · Posted May 12, 2026
- Location
- Matteson, IL
South Chicago Heights, IL
Country Club Hills, IL
South Holland, IL
Lansing, IL - 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 personalized investment solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while delivering an exceptional client experience with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and integrating with key partners; demonstrated commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active 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
Matteson,IL $47,520.00-$47,520.00 USD base salary; South Chicago Heights,IL $47,520.00-$47,520.00 USD base salary; Country Club Hills,IL $47,520.00-$47,520.00 USD base salary; South Holland,IL $47,520.00-$47,520.00 USD base salary; Lansing,IL $47,520.00-$47,520.00 USD base salary
Model-written summary · the original posting is authoritative