Private Client Advisor — Wealth Management (Digital)

JPMorganChase; Racine (WI); On-site; USD 80,000 - 150,000; Full time

Job summary

J.P. Morgan Chase, via Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families.

You will cultivate client relationships, leverage leadership and partner referrals, and provide an exceptional investor experience through personalized advisory services. Role emphasizes goals-based planning, market knowledge, and the use of digital tools to enhance the client experience while maintaining the highest

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships; strong partner integration.
• Commitment to goals-based planning and advice; solid financial judgement.”
• Active Series 7 license is required; Series 66 license (63/65) must be obtained within 60 days of starting.”
• Active Life, Health and Long Term Care license required or must be obtained within 60 days of starting.”

Responsibilities

• Build a book of business and deliver personalized investment solutions, focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and digital channels for monitoring investments.
• Provide holistic financial coaching beyond investments and own client needs.

Skills

Client acquisition

Relationship management

Financial planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

Job description

J.P. Morgan Chase, via Chase Wealth Management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families.

You will cultivate client relationships, leverage leadership and partner referrals, and provide an exceptional investor experience through personalized advisory services. Role emphasizes goals-based planning, market knowledge, and the use of digital tools to enhance the client experience while maintaining the highest