Private Client Advisor: Wealth Planning & Relationship Growth

JPMorgan Chase & Co.; Mequon (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, deliver personalized investment solutions, and educate clients on digital tools to manage their investments. The role emphasizes growth of a book of business, integrity, and collaboration with partners to deepen client relationships, with opportunities in a dynamic

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship-focused approach.
• Support teammates and bank goals while promoting diversity.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and client-first ethics in all actions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic guidance beyond investments and align with clients' needs.
• Leverage digital tools to enable clients to bank anywhere, anytime.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity/ethics

Communication

Digital channel education

Education

Series 7 license

Series 66 license

Life/Health/LTC license

Certified Financial Planner (CFP)

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, deliver personalized investment solutions, and educate clients on digital tools to manage their investments. The role emphasizes growth of a book of business, integrity, and collaboration with partners to deepen client relationships, with opportunities in a dynamic