Private Wealth Advisor: Client & Planning
Job in
Wauconda, Lake County, Illinois, 60084, USA
Listed on 2026-01-15
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Wauconda, IL is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. Ideal candidates should have at least 2 years of experience as a Financial Advisor and possess a valid Series 7 and Series 66 licenses. Responsibilities include building client relationships and providing superior service. A competitive salary package includes base pay and potential incentives, along with benefits like health care coverage and tuition reimbursement.
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