Private Client Wealth Advisor & Financial Planning

Fairygodboss; Lake Geneva (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will help clients grow and protect wealth using a broad suite of investment solutions and digital tools to monitor and manage accounts. You will build relationships, work with partners, and stay current on markets, delivering personalized guidance with integrity.

Qualifications

• At least 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
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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, focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that guides 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 be digitally confident and bank how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will help clients grow and protect wealth using a broad suite of investment solutions and digital tools to monitor and manage accounts. You will build relationships, work with partners, and stay current on markets, delivering personalized guidance with integrity.