Bilingual Private Client Advisor - English/Spanish

Next Frontier Capital; Chicago (IL); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Competitive base salary

Commission-based pay potential

Discretionary incentive compensation

Comprehensive benefits with health  ce

On-site health and wellness centers

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will build strong client relationships, expand a book of business, and guide clients through advised solutions while leveraging digital tools to enhance the investor experience.

The role emphasizes integrity, a deep understanding of markets, and collaboration with partners to deliver personalized investment strategies

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
• "> Bilingual in English and Spanish required.

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
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Insurance licenses (Life/Health/LTC)

Bilingual English/Spanish

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will build strong client relationships, expand a book of business, and guide clients through advised solutions while leveraging digital tools to enhance the investor experience.

The role emphasizes integrity, a deep understanding of markets, and collaboration with partners to deliver personalized investment strategies