JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - 79th and Cicero and South Archer Branches (Bilingual in English and Spanish Required)
$48K
Chicago, IL · Full-time · Posted Oct 21, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides financial planning and investment advice to individuals and families, building client relationships and offering personalized solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while delivering client-focused service and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integration with key partners; demonstrated commitment to goals-based planning and advice.
- Valid and active Series 7; Series 66 (63/65) license required or obtainable within 60 days of starting.
- Valid and active Life, Health and Long Term Care Insurance license required or obtainable within 60 days of starting; bilingual in English and Spanish.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$47,520.00-$47,520.00 USD base salary
Model-written summary · the original posting is authoritative