Private Client Advisor — Wealth Planning & Digital Engagement

Next Frontier Capital; Racine (WI); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase invites you to join Chase Wealth Management as a Private Client Advisor, offering comprehensive financial planning and tailored investment advice to individuals and families in a dynamic, inclusive environment. You will build trusted client relationships, advise on a broad range of products, and leverage digital tools to enhance the client experience.

You will operate within a team-focused culture that values integrity, continuous learning, and thoughtful risk management.

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
• 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.
• 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

Skills

Client acquisition

Goals-based planning

Relationship management

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase invites you to join Chase Wealth Management as a Private Client Advisor, offering comprehensive financial planning and tailored investment advice to individuals and families in a dynamic, inclusive environment. You will build trusted client relationships, advise on a broad range of products, and leverage digital tools to enhance the client experience.

You will operate within a team-focused culture that values integrity, continuous learning, and thoughtful risk management.