Private Client Advisor: Holistic Wealth Planning & Growth

Testing Site - JPMC; Madison (WI); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Madison, WI is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build client relationships, understand markets, and work with partners to deliver solutions, while upholding integrity and a strong commitment to diversity.

The role requires licenses and a client-focused mindset, with opportunities to grow a book of business and leverage digital tools.

Qualifications

• 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 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

• 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

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Financial coaching

Digital banking

Education

Bachelor's degree

CFP certification

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Job description

J.P. Morgan Chase in Madison, WI is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families. You will build client relationships, understand markets, and work with partners to deliver solutions, while upholding integrity and a strong commitment to diversity.

The role requires licenses and a client-focused mindset, with opportunities to grow a book of business and leverage digital tools.