Wealth Advisor for Private Clients & Planning

JPMorganChase; Green Bay (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build client relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client engagement. The role emphasizes guiding clients through financial goals, educating them on digital tools, and offering holistic financial coaching beyond investments.

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, and integrating with key partners.
• A valid and active Series 7 license is required.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.

Skills

Client acquisition

Relationship management

Financial planning

Compliance/ethics

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build client relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client engagement. The role emphasizes guiding clients through financial goals, educating them on digital tools, and offering holistic financial coaching beyond investments.