Spanish-Speaking Financial Advisor Relations Specialist

Aumni; Miami (FL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health care benefits

Retirement savings plan

Tuition reimbursement

On-site wellness centers

Mental health support

Financial coaching

Commission-based pay

Job summary

JPMorgan Chase & Co. is seeking an Internal Client Advisor to partner with senior sales leaders and manage a territory of financial advisors in the Miami area.

You will service existing clients by phone while identifying new opportunities, sharing market insights, and building strong advisor relationships to benefit clients. The role emphasizes strong communication, industry knowledge, and the ability to explain complex concepts simply.

Qualifications

• 2+ years financial sales experience with phone-based selling.
• Fluent in Spanish (written and verbal).
• Proven track record of selling Investment Management and/or Retirement plans.
• Ability to learn industry and product knowledge including competition and markets.
• Capacity to build relationships across the organization and partner firms.
• Familiarity with financial markets, market terminology, capital markets history, and asset classes.
• Excellent written and verbal communication skills.
• Licensing required before hiring: Series 7; Series 63 (or 66).

Responsibilities

• Share insights around financial markets.
• Help construct investment portfolios.
• Provide specific investment solutions based on client needs.
• Explain complex financial concepts in simple terms.

Skills

Fluent in Spanish

Financial sales experience

Excellent communication

Relationship building

Leadership abilities

CRM proficiency

Series 7 license

Series 63/66 license

Tools

CRM system

Job description

JPMorgan Chase & Co. is seeking an Internal Client Advisor to partner with senior sales leaders and manage a territory of financial advisors in the Miami area.

You will service existing clients by phone while identifying new opportunities, sharing market insights, and building strong advisor relationships to benefit clients. The role emphasizes strong communication, industry knowledge, and the ability to explain complex concepts simply.