Private Client Advisor – Wealth Planning & Digital Tools

Fairygodboss; Highland Park (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Highland Park, IL, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

The role emphasizes relationship-building, fiduciary integrity, and a holistic view of client needs across investments, banking, and digital channels. The ideal candidate has 2+ years of financial advisory experience, active Series 7 & 66, and appropriate insurance licenses.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments

Skills

Series 7 license

Series 66 license

Life Health Long Term Care license

Financial advisor experience

Client acquisition & relationships

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Highland Park, IL, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

The role emphasizes relationship-building, fiduciary integrity, and a holistic view of client needs across investments, banking, and digital channels. The ideal candidate has 2+ years of financial advisory experience, active Series 7 & 66, and appropriate insurance licenses.