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

Aumni; Madison (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking a Financial Advisor in Madison, Wisconsin, responsible for building client relationships and providing personalized investment solutions. Candidates must demonstrate credibility through licensing and at least two years in financial services. The position emphasizes digital innovation and comprehensive care for client needs.

We offer a competitive total rewards package, including health care, mental health support, and a retirement savings plan.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

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) certification is preferred
• Bachelor’s degree preferred

Benefits

We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash or equity. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

Equal Opportunity Employer/Disability/Veterans