Wealth Advisor: Private Client & Planning

Next Frontier Capital; Green Bay (WI); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Base salary plus incentive pay

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will grow a book of business through relationships, provide investor guidance, and leverage digital tools to enhance client engagement. The role emphasizes fiduciary integrity, client education, and collaboration with Chase partners to deepen client relationships and expand service reach.

Qualifications

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

Responsibilities

• Provide comprehensive financial planning and advice to individuals and families.
• Build and manage a book of business with a focus on relationship management.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.

Skills

Financial advisory experience

Relationship management

Goals-based planning

Licensing: Series 7

Licensing: Series 66

Licensing: Life/Health/ LTC

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will grow a book of business through relationships, provide investor guidance, and leverage digital tools to enhance client engagement. The role emphasizes fiduciary integrity, client education, and collaboration with Chase partners to deepen client relationships and expand service reach.