Private Client Advisor — Wealth Management & Planning

Aumni

Madison (WI)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

JPMorgan Chase in Madison, Wisconsin seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build lasting relationships, advise on wealth strategies, and coordinate with partners to meet client goals.

The role emphasizes integrity, client education on digital tools, and a holistic view of financial needs. It offers a competitive rewards package, with base salary, potential commissions, benefits, and opportunities

Qualifications

Minimum 2 years in a financial advisor role or equivalent experience.
Proven ability to acquire and maintain clients and collaborate with partners.
Commitment to goals-based planning and financial advice.
Active Series 7 license required.
Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

Build a book of business and deliver personalized investment solutions.
Provide comprehensive financial planning and investment advice to individuals and families.
Demonstrate deep understanding of financial markets and sound judgment.
Maintain integrity and do right by clients at all times.
Educate clients on digital tools and channels for monitoring investments.
Provide holistic financial coaching beyond investments.
Embrace digital innovations to enhance client experiences.