Private Client Advisor Jobs in Illinois
Private Client Advisor jobs in Illinois are concentrated in wealth management, private banking, and trust services, with demand at every level from associate advisor through senior relationship manager. Chicago anchors most of the hiring, with additional activity in Naperville and Schaumburg, where firms like Northern Trust, Wintrust Financial, and BMO Private Bank maintain long-standing operations. The most in-demand specialties are high-net-worth portfolio management, estate planning coordination, and integrated financial planning for business owners. Find a role that fits below and apply directly.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- 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 the firm's 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 the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- 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 the firm's 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 the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
See All 63 Private Client Advisor Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Private Client Advisor Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech26
- Banking & Financial Services26
- Investment & Asset Management26
What Illinois Employers Look For
The qualifications that appear most often in private client advisor jobs across Illinois.
- Active FINRA Series 7 and Series 66 registrations required or must obtain within defined period
- Bachelor's degree in finance, business, economics, or a closely related field preferred
- Demonstrated experience managing relationships with high-net-worth or ultra-high-net-worth clients
- CFP designation or active progress toward Certified Financial Planner certification strongly preferred
- Proficiency with CRM platforms and portfolio management or financial planning software required
- Strong consultative sales ability with a measurable history of client retention and growth
Private Client Advisor Jobs in Illinois: Frequently Asked Questions
How do you become a private client advisor in Illinois?
Most Illinois employers require FINRA registration, typically the Series 7 General Securities Representative exam and the Series 66 Uniform Combined State Law Exam, both administered through FINRA and recognized by the Illinois Securities Department. A bachelor's degree in finance, economics, or business is the standard educational baseline. Many candidates also pursue the CFP certification to strengthen their candidacy. Some firms offer structured associate programs that allow new hires to complete registrations while working under a senior advisor.
How much do private client advisors make in Illinois?
Private client advisors in Illinois earn a median of about $120,130 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $51,820 for the lowest 10% to over $328,650 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Illinois?
Employers hiring private client advisors in Illinois right now include JPMorganChase, based on current listings on Migrate Mate as of November 2026. Illinois's deep concentration of financial headquarters, regional banks, and independent wealth management firms means openings appear across a wide range of institution sizes, from large nationals to boutique RIAs based in Chicago and its suburbs.
Which Illinois cities have the most private client advisor jobs?
Chicago, Elgin, and Moline account for the largest share of private client advisor openings in Illinois. Chicago drives most of the volume as home to major private banking headquarters, trust companies, and wealth management divisions, while suburban centers like Naperville and Schaumburg attract openings from regional banks and independent advisory firms that serve the affluent communities in Chicago's collar counties.
Are there remote private client advisor jobs in Illinois?
Yes, but they're limited. Private client advising is fundamentally relationship-driven and most employers in Illinois expect advisors to meet clients in person regularly, which constrains full remote arrangements. About 0% of private client advisor openings tied to Illinois are remote or hybrid as of November 2026, and those positions tend to be in portfolio analysis, financial planning support, or service roles rather than primary client-facing advisor roles.
How can I get hired as a private client advisor in Illinois with little or no experience?
The most realistic entry path is through a client associate or financial advisor associate role, which large Illinois employers like Northern Trust and Wintrust Financial use to develop advisors from the ground up. These positions provide direct exposure to client relationship management while candidates complete FINRA registrations. A bachelor's degree in finance or economics, a clean record for FINRA licensing, and progress toward the CFP designation all strengthen an application. Lateral moves from retail banking, trust operations, or brokerage support roles are also common entry points at Illinois institutions.
Where can I find and apply to private client advisor jobs in Illinois?
You can find and apply to private client advisor jobs in Illinois on Migrate Mate, which lists current Illinois openings across wealth management firms, private banks, trust companies, and independent advisory practices. Find roles that fit your experience and credentials and apply directly to the employers posting them.
See All 63 Private Client Advisor Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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