Wealth Advisor for Private Clients & Planning

JPMorgan Chase; Milwaukee (WI); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial services firm in Milwaukee is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will build strong relationships with clients and deliver personalized investment solutions. Required qualifications include at least 2 years of experience in a Financial Advisor role and necessary certifications. This position offers a competitive compensation package, including base salary and benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Proven success in cultivating and maintaining client relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets.
• Provide a holistic view of clients' needs.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Educating clients on technology

Education

Bachelor's degree

Job description

A leading financial services firm in Milwaukee is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will build strong relationships with clients and deliver personalized investment solutions. Required qualifications include at least 2 years of experience in a Financial Advisor role and necessary certifications. This position offers a competitive compensation package, including base salary and benefits.