Private Client Advisor: Holistic Wealth & Digital Solutions

Testing Site - JPMC; Milwaukee (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families, building lasting client relationships through personalized investment solutions and strong partnership referrals.

You will help clients monitor, maintain, and grow their investments while embracing digital tools to make banking and investing more accessible for clients wherever they are located.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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 license.
• 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

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate 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

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and ethics

Education

Series 7 license

Series 66 (63/65) license

Life, Health and LTC license

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families, building lasting client relationships through personalized investment solutions and strong partnership referrals.

You will help clients monitor, maintain, and grow their investments while embracing digital tools to make banking and investing more accessible for clients wherever they are located.