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National Wealth Advisor – Personal Planning & Portfolios

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Chicago is looking for a Personal Advisor to partner with clients in creating financial plans tailored to their goals. The role involves advising clients through video or phone appointments, leveraging investment knowledge, and converting leads into long-lasting relationships. Candidates should hold active Series 7 and 66 licenses, with a preference for those with financial services experience and a Bachelor's degree.

Join us for a competitive salary and diverse benefits.
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