Private Client Advisor: Wealth Planning & Digital Solutions

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

Job summary

JPMorgan Chase & Co. in Wisconsin seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will grow a book of business, build strong client relationships, and provide an exceptional investor experience while upholding the highest standards of ethics and service. This role emphasizes collaboration with partners, knowledge of markets, and leveraging digital tools to meet clients where they are.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Knowledge of financial markets and investment solutions.
• Active Series 7 and Series 66 (63/65) or must be obtained within 60 days of starting

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

Relationships & networking

Client acquisition

Financial planning

Investment knowledge

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Wisconsin seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will grow a book of business, build strong client relationships, and provide an exceptional investor experience while upholding the highest standards of ethics and service. This role emphasizes collaboration with partners, knowledge of markets, and leveraging digital tools to meet clients where they are.