Wealth Advisor: Private Client & Relationship Builder

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

Job summary

J.P. Morgan Chase in Wisconsin is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will help clients meet their financial goals by offering advised solutions and leveraging Chase referrals to deepen relationships.

The role emphasizes relationship management, investment knowledge, integrity, and client education on digital tools to monitor and manage investments, with ongoing coaching and personalized service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key affiliates.
• Commitment to goals-based planning and advice.
• Active Series 7, Series 66 (63/65) or ability to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions via leadership and relationship-building.
• Support teammates and goals while promoting a diverse culture.
• Demonstrate understanding of financial markets and prudent business judgment.
• Uphold integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to help clients bank how, where, and when they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Integrity & ethics

Education

CFP certification preferred

Bachelor’s degree preferred

Job description

J.P. Morgan Chase in Wisconsin is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will help clients meet their financial goals by offering advised solutions and leveraging Chase referrals to deepen relationships.

The role emphasizes relationship management, investment knowledge, integrity, and client education on digital tools to monitor and manage investments, with ongoing coaching and personalized service.