JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Orland Park, IL (Orland Park)
$48K
Orland Park, IL · Full-time · Posted Mar 19, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning, investment advice, and financial coaching to individuals and families while building client relationships and referring clients to Chase partners.
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 digital tools and channels for managing investments.
- Support teammates and bank goals while maintaining client-focused integrity and fostering diversity.
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 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
USD 47,520.00-USD 47,520.00 base salary
Model-written summary · the original posting is authoritative