Strategic Private Wealth Advisor

Fairygodboss; Racine (WI); On-site; USD 70,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment guidance to individuals and families. You will build long-term client relationships and deliver advised solutions using a wide range of products.

The role emphasizes fiduciary integrity, knowledge of financial markets, and leveraging digital tools to enhance the investor experience across channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do 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 bank when, where, and how they want.

Skills

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Client relationship building

Education

CFP certification

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment guidance to individuals and families. You will build long-term client relationships and deliver advised solutions using a wide range of products.

The role emphasizes fiduciary integrity, knowledge of financial markets, and leveraging digital tools to enhance the investor experience across channels.