Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Racine (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

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

You will build enduring client relationships, collaborate with partners, and stay informed on markets to deliver personalized advice and a high‑quality investor experience, while embracing digital tools to enhance client service.

Qualifications

• 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.
• Active Series 66 (63/65) license required or within 60 days of start.
• Active Life, Health and Long Term Care license required or within 60 days of start.

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 clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to 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

Relationship building

Client acquisition

Goals-based planning

Financial markets knowledge

Integrity

Digital platforms

Education

Bachelor's degree

CFP certification (preferred)

Job description

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

You will build enduring client relationships, collaborate with partners, and stay informed on markets to deliver personalized advice and a high‑quality investor experience, while embracing digital tools to enhance client service.