Private Wealth Advisor - Holistic Client Planning

JPMorgan Chase & Co.; Kenosha (WI); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.

You will build and maintain client relationships, deliver personalized investment solutions, and leverage digital tools to enhance the client experience. The role emphasizes goals-based planning, strong market knowledge, and a commitment to integrity and client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licensing: Series 7, Series 66 (63/65) or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor their investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to support clients' banking needs.

Skills

Client relationship management

Series 7

Series 66

Life/Health/LTC Insurance license

Sales / client acquisition

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.

You will build and maintain client relationships, deliver personalized investment solutions, and leverage digital tools to enhance the client experience. The role emphasizes goals-based planning, strong market knowledge, and a commitment to integrity and client service.