Bilingual Private Wealth Advisor

JPMorganChase; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase in Chicago is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build strong client relationships, rely on leadership and collaboration, and provide an exceptional investor experience. The role requires at least 2 years in financial services, active Series 7, 66, and Life/Health/LTC licenses (or obtain within 60 days).

Qualifications

• 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.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting in the role as a condition of employment.
• 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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide 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 relationships

Bilingual EN/ES

Series 7 license

Series 66 license

Financial advisory experience

Education

Bachelor's degree

CFP certification preferred

Tools

Life/Health/LTC license

Job description

J.P. Morgan Chase in Chicago is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build strong client relationships, rely on leadership and collaboration, and provide an exceptional investor experience. The role requires at least 2 years in financial services, active Series 7, 66, and Life/Health/LTC licenses (or obtain within 60 days).