Wealth Management Client Advisor — Brokerage & IRAs
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Banking & Finance
JPMorgan
Chase in Chicago is seeking an Unlicensed Investment Professional within J.P. Morgan Wealth Management to assist clients with brokerage accounts over the phone, helping them reach financial goals while upholding regulatory standards.
You will complete SIE, Series 7 and 63 within 90 days, foster partnerships across teams, and manage multiple priorities in a fast paced client-facing environment. Bilingual English and Spanish is preferred.
As a Wealth Management Client Advisor — Brokerage & IRAs, you will play an important part at JPMorgan
Chase in Chicago, IL, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Chicago, IL, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 55.000 - 90.000.
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