J.P. Morgan Wealth Management - Private Client Advisor - Appleton, WI

JPMorgan Chase & Co.; Appleton (WI); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management in Appleton, Wisconsin. This role centers on delivering comprehensive financial planning and investment advice to individuals and families, leveraging digital tools and Chase referrals to deepen client relationships.

You will build a book of business, apply goals-based planning, and guide clients through market insights and personalized solutions with integrity and client-first service.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and building client relationships with key partners.
• Ability to deliver goals-based planning and trusted advisory services.
• Active Series 7 required; Series 66 (63/65) required or must be obtained within 60 days of starting employment; Life/Health/LTC licenses required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management, not portfolio management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate strong understanding of financial markets and sound business judgement.
• Promote an exceptional investor experience by leveraging Chase referrals and advising on solutions.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

FINRA Series 7

FINRA Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

Certified Financial Planner CFP

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

• 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
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

• Certified Financial Planning CFP
• Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.