JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Round Lake Beach, IL (Bilingual in English and Spanish Required)
$48K
Round Lake Beach, 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 comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions focused on relationship management.
What you'll do
- Build a book of business and provide personalized investment solutions through relationship management.
- Offer holistic financial coaching and educate clients on digital tools and investment channels.
- Support teammates and bank goals while fostering a diverse, client-focused culture.
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 partnering with key colleagues.
- Valid and active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
- Bilingual in English and Spanish; demonstrated ability and commitment to goals-based planning and advice.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD $47,520.00-$47,520.00 base salary
Model-written summary · the original posting is authoritative