Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.

Fitchburg (WI)

On-site

USD 90,000 - 140,000

Full time

4 days ago

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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.