Private Client Wealth Advisor - Growth & Digital Investing

JPMorgan Chase & Co.; Town of Bristol (WI); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Wisconsin is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will help clients grow and safeguard their wealth through advice, solutions, and referrals.

The role emphasizes relationship-building, market insight, and using digital tools to enhance the client experience, while maintaining a fiduciary standard and compliance with regulatory requirements.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Goals-based planning and advice approach.
• Active Series 7 required.
• Active Series 66 (63/65) required or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Represent Chase Wealth Management with integrity and client-centric service.
• Educate clients on technology and channels to monitor investments.
• Collaborate with partners to deepen client relationships.

Skills

Client relationship building

Business development

Financial advisory skills

Leadership

Regulatory compliance

Education

Bachelor's degree

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

CFP certification

Job description

J.P. Morgan Chase in Wisconsin is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will help clients grow and safeguard their wealth through advice, solutions, and referrals.

The role emphasizes relationship-building, market insight, and using digital tools to enhance the client experience, while maintaining a fiduciary standard and compliance with regulatory requirements.