Private Client Advisor: Wealth Planning & Digital Solutions

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

Job summary

JPMorgan Chase & Co. in Wisconsin is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will grow a book of business, provide advised solutions, help clients monitor and manage investments with digital tools, and collaborate with partners to deepen client relationships. Required: at least 2 years as a Financial Advisor, active Series 7 and Series 66, Life/Health/LTC licenses

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and integrating with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 required.
• Active Series 66 (63/65) license required or to be obtained within 60 days of starting in the role.
• Active Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Rely on leadership and relationship-building skills with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and act in clients' best interests at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients access services remotely.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Wisconsin is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will grow a book of business, provide advised solutions, help clients monitor and manage investments with digital tools, and collaborate with partners to deepen client relationships. Required: at least 2 years as a Financial Advisor, active Series 7 and Series 66, Life/Health/LTC licenses