Private Client Advisor - Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Green Bay (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Green Bay, Wisconsin, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will expand the client base through relationship-building, leverage market insights, and coordinate with partners to deliver a holistic investor experience while upholding the firm's standards for integrity and client service.

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.
• Active Series 7 license is required.
• 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.
• 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.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity and ethics

Education

CFP certification

Bachelor's degree preferred

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Green Bay, Wisconsin, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will expand the client base through relationship-building, leverage market insights, and coordinate with partners to deliver a holistic investor experience while upholding the firm's standards for integrity and client service.