Bilingual Private Client Advisor - Wealth & Relationships

Fairygodboss; Round Lake Beach (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Financial Advisor to build a book of business and deliver personalized investment solutions. You will rely on leadership and relationship-building to manage clients and partners across channels, focusing on comprehensive financial planning.

The role requires a Series 7 and Series 66 (63/65) licenses, plus Life/Health/LTC licenses, with eligibility to obtain within 60 days. Bilingual English/Spanish is required.

Qualifications

• Valid and active securities licenses required or must be obtained within 60 days of starting.
• Bilingual English and Spanish required.
• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Strong client acquisition and relationship management skills.
• Understanding of goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Engage clients with relationship-building and coaching.
• Educate clients on technology and channels for investments.
• Provide a holistic view of clients' needs beyond investments.
• Demonstrate integrity and sound judgment in financial decisions.

Skills

Series 7 license

Series 66 license

Life, Health & LTC license

Bilingual English/Spanish

Client relationship management

Financial advisory experience

Two years in financial advisory or 금융

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Financial Advisor to build a book of business and deliver personalized investment solutions. You will rely on leadership and relationship-building to manage clients and partners across channels, focusing on comprehensive financial planning.

The role requires a Series 7 and Series 66 (63/65) licenses, plus Life/Health/LTC licenses, with eligibility to obtain within 60 days. Bilingual English/Spanish is required.