Wealth Advisor: Personal Finance & Planning

Next Frontier Capital; Racine (WI); On-site; USD 90,000 - 135,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice within Chase Wealth Management. You will build client relationships, deliver tailored investment solutions, and leverage digital tools to enhance the client experience.

The role requires an active Series 7 and Series 66 (or 63/65) licensing, plus Life/Health/LTC licenses. A CFP certification is preferred, and a bachelor’s degree is encouraged.

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.
• Demonstrated ability and commitment to goals-based planning and advice.
• License requirements: active Series 7, Series 66 within 60 days, and Life/Health/LTC licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates' success and promote diversity.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold integrity and client-first service in all interactions.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations for flexible, on-demand banking.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Communication skills

Digital/channel education

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice within Chase Wealth Management. You will build client relationships, deliver tailored investment solutions, and leverage digital tools to enhance the client experience.

The role requires an active Series 7 and Series 66 (or 63/65) licensing, plus Life/Health/LTC licenses. A CFP certification is preferred, and a bachelor’s degree is encouraged.