Private Client Advisor: Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Milwaukee (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Milwaukee seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families. You will build trusted relationships, deliver personalized investment solutions, and connect clients with Chase partners to deepen engagements.

The role emphasizes integrity, fiduciary care, and a client-centric advisory approach, leveraging digital tools to monitor and optimize portfolios while educating clients on available channels.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent experience.
• Active Series 7 and Series 66 licenses or must obtain within 60 days.
• Life, Health and Long Term Care licenses active or to be obtained within 60 days.
• Strong client acquisition and relationship management capabilities.

Responsibilities

• Build a book of business and deliver personalized investment solutions with focus on relationship management.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain integrity and fiduciary responsibility in all client interactions.
• Collaborate with partners to deepen client relationships and drive advisor success.

Skills

Client relationship building

Goals-based planning

Market understanding

Digital client education

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Milwaukee seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families. You will build trusted relationships, deliver personalized investment solutions, and connect clients with Chase partners to deepen engagements.

The role emphasizes integrity, fiduciary care, and a client-centric advisory approach, leveraging digital tools to monitor and optimize portfolios while educating clients on available channels.