Private Client Advisor: Holistic Wealth Solutions

Testing Site - JPMC; Green Bay (WI); On-site; USD 75,000 - 110,000; Full time

Job summary

J.P. Morgan Chase in Wisconsin is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance for individuals and families.

You will build lasting client relationships, collaborate with partners, and provide advisory solutions that meet evolving financial goals. You will leverage market knowledge and digital tools to educate clients, manage risks, and enhance the client experience.

Qualifications

• 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.
• Licenses: Series 7 and Series 66 (63/65) active or to be obtained within 60 days of starting.

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 with a focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that guides doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Financial advisor experience 2+ years

Client acquisition & relationship mgmt

Licenses: Series 7

Licenses: Series 66 or 63/65

Licenses: Life Health LTC

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Wisconsin is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance for individuals and families.

You will build lasting client relationships, collaborate with partners, and provide advisory solutions that meet evolving financial goals. You will leverage market knowledge and digital tools to educate clients, manage risks, and enhance the client experience.