Private Client Advisor: Relationship-Driven Wealth Solutions

JPMorganChase; Madison (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Financial Advisor in Madison, Wisconsin, to build strong client relationships and offer personalized investment solutions. The role emphasizes leadership and financial coaching, requiring at least 2 years of experience and several necessary licenses.

Candidate should demonstrate integrity and a passion for educating clients on financial technologies. The position offers significant responsibilities in delivering exceptional customer service while championing a diverse work culture.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• Certified Financial Planning (CFP) certification is preferred.

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 planning

Investment solutions

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health, Long Term Care Insurance license

Job description

JPMorganChase is seeking a Financial Advisor in Madison, Wisconsin, to build strong client relationships and offer personalized investment solutions. The role emphasizes leadership and financial coaching, requiring at least 2 years of experience and several necessary licenses.

Candidate should demonstrate integrity and a passion for educating clients on financial technologies. The position offers significant responsibilities in delivering exceptional customer service while championing a diverse work culture.