Wealth Advisor – Private Client Planning & Growth

Testing Site - JPMC; Neenah (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build relationships with clients, delivering tailored investment solutions and leveraging digital channels to enhance the client experience. The role emphasizes skilled relationship management, knowledge of financial markets, and a commitment to integrity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management.
• Must hold Series 7; Series 66 (63/65) license required or obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advice to clients.
• Educate clients on technology and channels to monitor investments.
• Partner with internal teams to deepen client relationships.
• Maintain a culture of integrity and client advocacy.

Skills

Client relationships

Client acquisition

Goal-based planning

Partner collaboration

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build relationships with clients, delivering tailored investment solutions and leveraging digital channels to enhance the client experience. The role emphasizes skilled relationship management, knowledge of financial markets, and a commitment to integrity.