Wealth Advisor: Private Client & Financial Planning

Aumni

Wisconsin

On-site

USD 90,000 - 120,000

Full time

2 days ago

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Job summary

J.P. Morgan Wealth Management in Lake Geneva, WI seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build and manage a client book, leverage digital tools, and partner with Chase referrals to deepen relationships. The role requires at least 2 years in a financial advisor role, strong client acquisition skills, and active Series 7 and Series 66 licenses or obtain within 60 days; Life/Health/LTC licenses also

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and relationship management.
Commitment to goals‑based planning and advice.
Active Series 7 license and Series 66 (63/65) license or must obtain within 60 days.
Active Life, Health and Long Term Care Insurance license or must obtain within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions.
Provide comprehensive financial planning and investment advice to individuals and families.
Educate clients on technology and channels to monitor and manage investments.
Partner with Chase referrals and collaborators to deepen client relationships.
Demonstrate integrity and client‑centered service across the client journey.

Skills

Client relationships

Financial planning

Investment knowledge

Communication

Job description

J.P. Morgan Wealth Management in Lake Geneva, WI seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families.

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