JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - McHenry and Wauconda, IL
$48K
McHenry, IL +1 · Full-time · Posted Oct 21, 2026
- Location
- McHenry, IL
Wauconda, IL - 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 delivering an exceptional investor experience.
What you'll do
- Build a book of business and provide personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Educate clients about financial technology and provide holistic financial coaching beyond investments.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
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 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 required or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD 47,520.00-USD 47,520.00 base salary (McHenry, IL); USD 47,520.00-USD 47,520.00 base salary (Wauconda, IL)
Model-written summary · the original posting is authoritative