Strategic Private Client Wealth Advisor

JPMorgan Chase; Delafield (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase in Wisconsin is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build strong relationships and work with partners to provide tailored advice and exceptional service.

You will guide clients through markets, leveraging digital tools and firm resources while adhering to regulatory requirements and a commitment to integrity and client outcomes.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.

Skills

Relationship management

Goals-based planning

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Financial advisor experience

Client acquisition

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase in Wisconsin is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build strong relationships and work with partners to provide tailored advice and exceptional service.

You will guide clients through markets, leveraging digital tools and firm resources while adhering to regulatory requirements and a commitment to integrity and client outcomes.