Wealth Advisor for Private Clients | Holistic Planning

JPMorgan Chase & Co.; Town of Texas (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 provide comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver tailored investment solutions, and collaborate with partners to deepen client trust. This role requires at least 2 years in a financial advisor role, Series 7 and Series 66, and life/health licenses, with CFP preferred and a bachelor’s degree preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Demonstrated commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial planning and investment guidance.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and client-focused service.
• Educate clients on technology and channels for monitoring investments.
• Collaborate with partners to deepen client relationships.
• Promote digital innovations to enable clients to bank when and how they want.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial planning

Financial guidance

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

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

You will build relationships, deliver tailored investment solutions, and collaborate with partners to deepen client trust. This role requires at least 2 years in a financial advisor role, Series 7 and Series 66, and life/health licenses, with CFP preferred and a bachelor’s degree preferred.