JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Roscoe, IL
$48K
Roscoe, 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 delivering personalized investment solutions.
What you'll do
- Build a book of business through relationship management and provide personalized investment solutions.
- Offer holistic financial coaching and educate clients about digital tools and investment channels.
- Support teammates and bank goals while demonstrating sound judgment and integrity in serving clients.
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 integrating with key partners; ability and 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
$47,520.00-$47,520.00 USD base salary
Model-written summary · the original posting is authoritative