Client Advisor Jobs in Chicago, IL
Client Advisor jobs in Chicago are in strong demand, concentrated in the Loop, River North, and Streeterville across wealth management, private banking, retail banking, and luxury goods. Employers hiring right now include JPMorganChase, Giorgio Armani, and 24 Seven Talent. Scan the live roles below and apply to whichever ones fit.
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J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Job Summary
As a part of the Workplace Retirement team, you are responsible for distribution of JPMC's small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client's build stronger retirement plans that lead to better outcomes for participants.
Job Responsibilities
- Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.
- Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
- Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.
- Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.
- Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
- Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.
- Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.
Required qualifications, capabilities and skills
- 2+ years of financial sales experience
- Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
- Proven success with multi-tasking and staying on top of priorities
- Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
- Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
- Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
- Excellent written and verbal communication skills
- Ability to effectively leverage our resources
- Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66)
Preferred qualifications, capabilities and skills
- Bachelor's degree preferred
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Job Summary
As a part of the Workplace Retirement team, you are responsible for distribution of JPMC's small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client's build stronger retirement plans that lead to better outcomes for participants.
Job Responsibilities
- Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.
- Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
- Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.
- Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.
- Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
- Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.
- Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.
Required qualifications, capabilities and skills
- 2+ years of financial sales experience
- Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
- Proven success with multi-tasking and staying on top of priorities
- Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
- Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
- Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
- Excellent written and verbal communication skills
- Ability to effectively leverage our resources
- Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66)
Preferred qualifications, capabilities and skills
- Bachelor's degree preferred
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See All 92 Client Advisor Jobs in Chicago
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Find Client Advisor JobsClient Advisor Job Market in Chicago
Who's Hiring
- JPMorganChase40
- Giorgio Armani6
- 24 Seven Talent6
- KITH3
- Gucci3
Top Industries Hiring
- Staffing & Recruiting
- Fintech
- Banking & Financial Services
- Investment & Asset Management
Client Advisor Jobs in Chicago: Frequently Asked Questions
How do I get a client advisor job in Chicago?
Chicago's strongest hiring comes from private wealth firms along LaSalle Street, major retail banks with branch networks across Lincoln Park and the North Shore suburbs, and luxury retail on the Magnificent Mile. Candidates who speak a second language, hold a CFP or Series 65 license, or have a book of business from a prior role stand out in this market. Targeting boutique RIAs and regional banks over national chains often shortens the hiring timeline.
Which companies hire client advisors in Chicago?
Employers hiring client advisors in Chicago right now include JPMorganChase, Giorgio Armani, and 24 Seven Talent, based on current listings on Migrate Mate as of November 2026. Chicago's market skews toward large financial institutions headquartered downtown and regional community banks serving the broader metro area.
Are there remote client advisor jobs in Chicago?
Yes, though with limits: client advisor roles that involve face-to-face relationship management are rarely fully remote, while planning, analysis, and inside sales functions are more likely to offer flexibility. About 31% of client advisor openings tied to Chicago are remote or hybrid as of November 2026, with hybrid schedules most common among wealth management and insurance firms headquartered in the Loop. Roles tied to branch banking or luxury retail remain predominantly on-site.
How can I get a client advisor job in Chicago with little or no experience?
The most realistic entry path in Chicago is through a retail banking associate or personal banker role at one of the large branch networks operating across the city and inner suburbs. Community development financial institutions and credit unions in neighborhoods like Pilsen and Bronzeville regularly hire entry-level client-facing staff and invest in training. From there, moving into a dedicated client advisor seat typically takes one to two years of demonstrated deposit or loan growth.
Which industries hire the most client advisors in Chicago?
Chicago client advisor roles concentrate in Staffing & Recruiting, Fintech, and Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. Chicago's position as a major financial hub, combined with its deep insurance sector and high concentration of corporate headquarters, sustains consistent demand for client-facing advisory talent across those industries.
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