Private Wealth Advisor — Client Relationships & Planning

JPMorgan Chase & Co.; Town of Germantown (WI); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will build a book of business, deliver tailored investment solutions, and deepen client relationships through leadership, collaboration with partners, and a strong focus on relationship management rather than portfolio management.

Qualifications

• At least 2 years in a Financial Advisor or equivalent role.
• Valid Series 7 required.
• Series 66 (63/65) required or within 60 days of start.
• 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.
• Demonstrate deep understanding of financial markets and sound judgement.
• Uphold high integrity and fiduciary standards in client interactions.
• Educate clients on digital tools and channels for monitoring investments.
• Collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Series 7 license

Series 66 license

Life/Health Insurance license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will build a book of business, deliver tailored investment solutions, and deepen client relationships through leadership, collaboration with partners, and a strong focus on relationship management rather than portfolio management.