Wealth Management Advisor Jobs in Illinois
Wealth Management Advisor jobs in Illinois are among the most active in the Midwest, with strong demand from private banks, independent registered investment advisors, and wirehouses serving both institutional and high-net-worth individual clients across experience levels from associate advisor through senior partner. Chicago anchors the market, but Naperville, Schaumburg, and Rosemont also carry consistent hiring volume, with firms like Northern Trust, Baird, and Wintrust Wealth Management maintaining lasting Illinois presences. The most in-demand specialties include retirement planning, estate and trust services, and portfolio management for ultra-high-net-worth clients. Find a role that fits below and apply directly.
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As a member of the J.P. Morgan internal sales team, you will work with closely with a senior territory based sales partner to develop a holistic strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an ICA you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients. We provide extensive coaching to help our people achieve their goals and continue their professional development.
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
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.
AM Description
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Our Team
As a member of the J.P. Morgan internal sales team, you will work with closely with a senior territory based sales partner to develop a holistic strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an ICA you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients. We provide extensive coaching to help our people achieve their goals and continue their professional development.
Responsibilities:
The primary role of the internal client advisor (ICA) is to work with financial advisors to
- Share insights around financial markets
- Help construct investment portfolios
- Provide specific investment solutions based on client needs
Successful ICA candidates will not only have a strong understanding of financial markets, but also are able to explain complex financial concepts in simple, repeatable terms.
Qualifications:
- 2+ years financial sales experience, experience selling over the phone needed
- 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 economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.
- Excellent written and verbal communication skills
- Ability to effectively leverage our global resources
Candidate must also demonstrate strong leadership abilities, including:
- Ability to drive sales results
- Focus and desire to increase and retain the firm's assets
- Drive to exceed activity and manage multiple territory priorities
- Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan seven-step sales process
- Ability to grow, develop and maintain working relationships with advisors
- Proficiency in the use our customer relationship management (CRM) system
- Effectiveness in presenting to financial advisors
Education:
- Bachelor's degree required
- Licensing: Required prior to hiring or obtain: SIE, Series 7, Series 63 (or 66)
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.
As a member of the J.P. Morgan internal sales team, you will work with closely with a senior territory based sales partner to develop a holistic strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an ICA you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients. We provide extensive coaching to help our people achieve their goals and continue their professional development.
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
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.
AM Description
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Our Team
As a member of the J.P. Morgan internal sales team, you will work with closely with a senior territory based sales partner to develop a holistic strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an ICA you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients. We provide extensive coaching to help our people achieve their goals and continue their professional development.
Responsibilities:
The primary role of the internal client advisor (ICA) is to work with financial advisors to
- Share insights around financial markets
- Help construct investment portfolios
- Provide specific investment solutions based on client needs
Successful ICA candidates will not only have a strong understanding of financial markets, but also are able to explain complex financial concepts in simple, repeatable terms.
Qualifications:
- 2+ years financial sales experience, experience selling over the phone needed
- 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 economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.
- Excellent written and verbal communication skills
- Ability to effectively leverage our global resources
Candidate must also demonstrate strong leadership abilities, including:
- Ability to drive sales results
- Focus and desire to increase and retain the firm's assets
- Drive to exceed activity and manage multiple territory priorities
- Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan seven-step sales process
- Ability to grow, develop and maintain working relationships with advisors
- Proficiency in the use our customer relationship management (CRM) system
- Effectiveness in presenting to financial advisors
Education:
- Bachelor's degree required
- Licensing: Required prior to hiring or obtain: SIE, Series 7, Series 63 (or 66)
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 70 Wealth Management Advisor Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find JobsWealth Management Advisor Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Wealth Management Advisor Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
- JPMorganChase34
- Hightower Advisors4
- Northern Trust4
- Citi3
- U.S. Bank2
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Accounting & Auditing
- Staffing & Recruiting
- Technology & Software
What Illinois Employers Look For
The qualifications that appear most often in wealth management advisor jobs across Illinois.
- Active FINRA Series 65 or Series 66 registration recognized in Illinois required
- Bachelor's degree in finance, economics, or a closely related field preferred
- CFP designation or active progress toward certification strongly preferred by most firms
- Demonstrated ability to build and manage a book of high-net-worth client relationships
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
- Strong knowledge of Illinois estate planning regulations and fiduciary standards for registered advisors
Wealth Management Advisor Jobs in Illinois: Frequently Asked Questions
How do you become a wealth management advisor in Illinois?
Becoming a wealth management advisor in Illinois starts with a bachelor's degree in finance, accounting, economics, or business, followed by passing the FINRA Series 65 exam to register as an Investment Adviser Representative, which is required under Illinois Securities Law administered by the Illinois Securities Department. Most Illinois firms also expect or sponsor candidates through the Series 7 exam. Pursuing the Certified Financial Planner designation significantly strengthens your candidacy at larger Chicago-area wealth management firms.
How much do wealth management advisors make in Illinois?
Wealth management 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 wealth management advisors in Illinois?
Employers hiring wealth management advisors in Illinois right now include JPMorganChase, Hightower Advisors, and Northern Trust, based on current listings on Migrate Mate as of October 2026. Illinois's concentration of corporate headquarters and private family offices in the Chicago metropolitan area means the state sustains particularly deep and ongoing hiring activity from both national firms and locally headquartered independents.
Which Illinois cities have the most wealth management advisor jobs?
The cities with the most wealth management advisor openings in Illinois are Chicago, Oak Brook, and Lake Forest. Chicago dominates because it is home to major financial institutions, family offices, and wirehouse branches, while suburban markets like Naperville and Schaumburg attract openings tied to regional banks, insurance-affiliated advisory practices, and independent RIAs serving the dense affluent residential communities in the western and northern collar counties.
Are there remote wealth management advisor jobs in Illinois?
Yes, but they are less common than in purely analytical roles because client relationship management and compliance oversight typically require in-person or hybrid availability. About 56% of wealth management advisor openings tied to Illinois are remote or hybrid as of October 2026, and those positions tend to concentrate in financial planning, portfolio analysis, and back-office investment operations rather than primary client-facing advisory roles.
How can I get hired as a wealth management advisor in Illinois with little or no experience?
The most realistic entry path is joining a Chicago-area firm as a financial planning associate or client service associate, roles that Northern Trust, Wintrust Wealth Management, and mid-size independent RIAs in the suburbs regularly hire for without requiring an existing book of business. Completing your Series 65 registration before applying and beginning the CFP coursework gives you a clear credential edge. Lateral moves from banking relationship management or insurance advising are also common entry points at Illinois regional firms.
Where can I find and apply to wealth management advisor jobs in Illinois?
You can find and apply to wealth management advisor jobs in Illinois on Migrate Mate, which lists current Illinois openings updated regularly. Find the roles that fit your experience and target market, then apply directly to each employer through the listing.
See All 70 Wealth Management Advisor Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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