Private Wealth Advisor — Client Relationships & Planning

Fairygodboss

Kenosha (WI)

On-site

USD 90,000 - 120,000

Full time

14 days+

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Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Wisconsin. You will offer comprehensive financial planning and investment advice to individuals and families, building lifelong client relationships and delivering personalized solutions.

Leverage a broad knowledge of financial markets, technology channels, and a client-centric approach. Requires active Series 7 and Series 66 licenses, Life/Health/LTC licensing, and 2+ years in financial advisory roles.

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.
Current and active Series 7 license is required.
Current and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
Current and active Life, Health and Long Term Care insurance license is required or must be obtained within 60 days of starting.

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 focusing on relationship management.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit integrity and commitment to doing right by clients at every opportunity.
Educate clients on technology and channels to monitor and manage their investments.
Provide a holistic view of clients' needs and financial coaching beyond investments.
Embrace digital innovations to help clients bank how, when, and where they want.