Private Wealth Advisor: Holistic Planning
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-14
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services institution is seeking a Private Client Advisor in Chicago, Illinois. Responsible for building client relationships and delivering personalized financial planning and investment solutions. The ideal candidate should have a minimum of 2 years in a financial advisor role, hold necessary licenses including a Series 7 and 66, and demonstrate excellent relationship management skills. Join a team dedicated to customer service and diversity in a dynamic financial environment.
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