Private Client Wealth Advisor

JPMorganChase; Milwaukee (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase in Milwaukee seeks a Private Client Advisor to deliver holistic financial planning and investment guidance to individuals and families. You will build lasting relationships, rely on leadership and partnerships, and tailor solutions to meet client goals with a high level of service.

The role emphasizes integrity, markets knowledge, and embracing digital channels to empower clients to monitor and manage their wealth.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to grow client relationships and acquire new business.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) or obtaining within 60 days.
• Active Life, Health and Long Term Care Insurance license or obtaining within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investor education.
• Foster client relationships and collaborate with partners.
• Demonstrate understanding of financial markets and sound judgement.
• Promote digital tools for clients to monitor investments.

Skills

Relationship building

Client acquisition

Financial markets knowledge

Regulatory compliance

Leadership

Education

Bachelor's degree

Job description

JPMorgan Chase in Milwaukee seeks a Private Client Advisor to deliver holistic financial planning and investment guidance to individuals and families. You will build lasting relationships, rely on leadership and partnerships, and tailor solutions to meet client goals with a high level of service.

The role emphasizes integrity, markets knowledge, and embracing digital channels to empower clients to monitor and manage their wealth.