Wealth Advisor — Private Client Relationships

JPMorganChase; Delafield (WI); On-site; USD 90,000 - 130,000; 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 build deep client relationships and coordinate with partners to offer tailored solutions that meet evolving financial goals. The role emphasizes integrity, high ethical standards, and the ability to explain complex strategies while using digital tools to enhance the client 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.

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 unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their 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 management

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

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 build deep client relationships and coordinate with partners to offer tailored solutions that meet evolving financial goals. The role emphasizes integrity, high ethical standards, and the ability to explain complex strategies while using digital tools to enhance the client experience.