Strategic Private Client Advisor - Wealth & Planning

Next Frontier Capital; Fitchburg (WI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health care

Retirement plan

Tuition reimbursement

Mental health support

Discretionary incentive

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build strong client relationships, provide tailored investment solutions, and partner with advisors to deepen client engagement. The role emphasizes integrity, wealth education for clients, and leveraging digital tools to offer flexible, convenient banking and investment access.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions via leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and always act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Offer a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank how they choose.

Skills

2+ years experience

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build strong client relationships, provide tailored investment solutions, and partner with advisors to deepen client engagement. The role emphasizes integrity, wealth education for clients, and leveraging digital tools to offer flexible, convenient banking and investment access.