Private Wealth Advisor: Holistic Planning & Growth

JPMorgan Chase & Co.; Mequon (WI); On-site; USD 90,000 - 150,000; Full time

Job summary

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

The role focuses on relationship-building, advisory solutions, and leveraging referrals to deepen client connections. Candidates should have 2+ years in a financial advisory role, strong client acquisition skills, and the required Series 7/66 licenses or be willing to obtain them within 60 days.

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.
• Valid and active Series 7 and Series 66 or obtain within 60 days of starting.
• Valid Life, Health and Long Term Care licenses or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and trusted investment guidance.
• Leverage partnerships to deepen client relationships and referrals.
• Demonstrate market understanding and sound judgement in recommendations.
• Educate clients on digital tools to monitor and manage investments.

Skills

Relationship building

Client acquisition

Goals-based planning

Investment guidance

Digital channel education

Education

Series 7 license

Series 66 license

Life/Health/LTC license

Bachelor's degree preferred

Job description

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

The role focuses on relationship-building, advisory solutions, and leveraging referrals to deepen client connections. Candidates should have 2+ years in a financial advisory role, strong client acquisition skills, and the required Series 7/66 licenses or be willing to obtain them within 60 days.