Private Client Wealth Advisor — Planning & Digital Solutions

Testing Site - JPMC; Fitchburg (WI); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and tailored investment guidance for individuals and families.

You will build trusted client relationships, translate market insights into advisory solutions, and collaborate with partners to deepen client engagement while maintaining the highest standards of integrity and service.

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.
• Active Series 7 license.
• Active Series 66 (63/65) license or within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank securely anytime, anywhere.

Skills

Client acquisition

Relationship management

Financial planning

Industry knowledge

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and tailored investment guidance for individuals and families.

You will build trusted client relationships, translate market insights into advisory solutions, and collaborate with partners to deepen client engagement while maintaining the highest standards of integrity and service.