Wealth Advisor for Private Clients – Bilingual

JP Morgan Chase; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase is hiring a Private Client Advisor for Chase Wealth Management. You will provide comprehensive financial planning and advised solutions to individuals and families, building lasting relationships with clients and partners.

Your role emphasizes a holistic approach to financial coaching, leveraging digital tools to help clients monitor and manage investments while maintaining the highest standards of integrity.

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.
• Series 7, Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days.
• Bilingual in English and Spanish required.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients monitor, maintain, and manage their investments.
• Exhibit integrity and do right by clients at every opportunity.

Skills

Client relationship building

Bilingual English/Spanish

Financial advisory

Regulatory licensing

Education

Bachelor's degree preferred

Job description

JPMorgan Chase is hiring a Private Client Advisor for Chase Wealth Management. You will provide comprehensive financial planning and advised solutions to individuals and families, building lasting relationships with clients and partners.

Your role emphasizes a holistic approach to financial coaching, leveraging digital tools to help clients monitor and manage investments while maintaining the highest standards of integrity.