Private Wealth Advisor – Holistic Planning & Digital Tools

Aumni; Green Bay (WI); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Retirement savings plan

Tuition reimbursement

On-site wellness centers

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management. You will provide comprehensive financial planning and investment solutions to individuals and families, leveraging strong relationships and digital channels.

You’ll guide clients through financial markets, maintain high fiduciary standards, and collaborate with partners to deepen client relationships. The role emphasizes education, integrity, and a holistic approach to wealth management.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Evidence of success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7; Series 66 (63/65) required or to be obtained within 60 days.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success while fostering diversity.
• Build a book of business and deliver personalized investment solutions via leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity by doing right by clients at every opportunity.
• 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 become digitally confident.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

CFP certification (preferred)

Bachelor’s degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management. You will provide comprehensive financial planning and investment solutions to individuals and families, leveraging strong relationships and digital channels.

You’ll guide clients through financial markets, maintain high fiduciary standards, and collaborate with partners to deepen client relationships. The role emphasizes education, integrity, and a holistic approach to wealth management.