Wealth Advisor: Private Client Planning & Relationships

JPMorgan Chase & Co.; Madison (WI); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services for individuals and families in Madison, WI.

You will build lasting client relationships, deliver personalized investment solutions, and leverage digital channels to enhance the client experience. The role emphasizes goals-based planning, market awareness, and high ethical standards as you coordinate with partners to deepen client relationships and

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.
• 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 your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial market knowledge

Integrity

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life, Health & LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services for individuals and families in Madison, WI.

You will build lasting client relationships, deliver personalized investment solutions, and leverage digital channels to enhance the client experience. The role emphasizes goals-based planning, market awareness, and high ethical standards as you coordinate with partners to deepen client relationships and