Wealth Advisor: Holistic Financial Planning

JPMorganChase; Kenosha (WI); On-site; USD 80,000 - 112,000; Full time

Job summary

JPMorgan Chase in Wisconsin's Kenosha area is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will develop a book of business, deliver investment solutions, and collaborate with partners to deepen client relationships while maintaining high integrity.

A valid Series 7 and Series 66, plus Life/Health/LTC licenses, are required or must be obtained within 60 days of starting.

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.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

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 with leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and do right by clients.
• 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 how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advice

Strong communication

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase in Wisconsin's Kenosha area is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will develop a book of business, deliver investment solutions, and collaborate with partners to deepen client relationships while maintaining high integrity.

A valid Series 7 and Series 66, plus Life/Health/LTC licenses, are required or must be obtained within 60 days of starting.