Private Wealth Advisor

JPMorgan Chase; Appleton (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Wisconsin seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building meaningful relationships and delivering tailored investment solutions.

You will leverage a wide range of products and partner referrals, work with clients from new savers to high-net-worth, and strive to deliver an exceptional investor experience while using digital tools to monitor and manage investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.

Responsibilities

• Build a book of business and deliver personalized investment solutions through strong relationships.
• Demonstrate deep understanding of financial markets and sound judgment
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Relationship-building

Client acquisition

Goals-based planning

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and LTC licenses

Job description

J.P. Morgan Chase in Wisconsin seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building meaningful relationships and delivering tailored investment solutions.

You will leverage a wide range of products and partner referrals, work with clients from new savers to high-net-worth, and strive to deliver an exceptional investor experience while using digital tools to monitor and manage investments.