Bilingual Private Client Wealth Advisor

JPMorgan Chase & Co.; Round Lake Beach (IL); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build relationships, acquire clients, and leverage digital tools to enhance the investor experience. You will guide clients with holistic wealth advice, stay compliant, and collaborate with partners to deepen client relationships while growing a robust book of business in a dynamic banking

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship integration with partners.
• Commitment to goals-based planning and financial guidance.
• Active Series 7 license is required.
• Active Series 66 license (or obtain within 60 days) is required.
• Active Life, Health and Long Term Care insurance license required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisory services to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain client relationships with integrity and fiduciary responsibility.
• Educate clients on technology and digital channels for investments.

Skills

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Bilingual English/Spanish

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build relationships, acquire clients, and leverage digital tools to enhance the investor experience. You will guide clients with holistic wealth advice, stay compliant, and collaborate with partners to deepen client relationships while growing a robust book of business in a dynamic banking