Wealth Advisor — Private Client Growth & Planning

JPMorgan Chase & Co.; Madison (WI); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Madison, WI, seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will support a broad client base, from new savers to high-net-worth clients, delivering advised solutions and referrals to deepen relationships. The role emphasizes integrity, client-centric service, and effective use of digital tools to enhance the investor experience.

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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support teammates' success and the bank's goals, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• 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 when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial planning

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in Madison, WI, seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will support a broad client base, from new savers to high-net-worth clients, delivering advised solutions and referrals to deepen relationships. The role emphasizes integrity, client-centric service, and effective use of digital tools to enhance the investor experience.