Wealth Advisor: Holistic Planning & Client Growth

Testing Site - JPMC; Madison (WI); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management. You will build and manage client relationships, provide tailored investment solutions, and leverage referrals to grow your practice.

Candidates should demonstrate strong relationship skills, knowledge of markets, and a commitment to client service. Licensing requirements include Series 7 and Series 66, with additional Life/Health/LTC licenses

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 active or to be obtained within 60 days.
• Life, Health and Long Term Care licenses active or to be obtained within 60 days.

Responsabilités

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor investments.
• Foster integrity and client-first service in every engagement.
• Leverage Chase referrals to deepen client relationships.

Connaissances

Financial advisory

Series 7

Series 66

Licensing (Life/Health/LTC)

Client relationship mgmt

Goals-based planning

Formation

Bachelor's degree preferred

Description du poste

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management. You will build and manage client relationships, provide tailored investment solutions, and leverage referrals to grow your practice.

Candidates should demonstrate strong relationship skills, knowledge of markets, and a commitment to client service. Licensing requirements include Series 7 and Series 66, with additional Life/Health/LTC licenses