JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor Milwaukee and Central Park Branch (Bilingual in English and Spanish required)
$48K
Chicago, IL · Full-time · Posted Oct 20, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions as a bilingual English- and Spanish-speaking advisor.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching, goals-based advice, and education on digital tools and channels.
- Support teammates and bank goals while demonstrating market knowledge and integrity in serving clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, developing and maintaining client relationships, and integrating with key partners.
- Valid and active Series 7; Series 66 (63/65) required or obtainable within 60 days of starting.
- Valid and active Life, Health and Long Term Care Insurance license, or obtainable within 60 days of starting; bilingual English and Spanish required.
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