Wealth Advisor: Relationship-Driven Financial Planning

JPMorgan Chase & Co.; Neenah (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Wisconsin seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will grow a client book and provide tailored investment solutions, with emphasis on relationship management and leveraging Chase partner referrals to strengthen client relationships. The role focuses on investor experience, educating clients on digital tools, and delivering holistic financial coaching

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to grow client base and maintain relationships with key partners.
• Commitment to goals-based planning and providing informed financial advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-building.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Demonstrate knowledge of financial markets and sound judgement.
• Maintain integrity and ethics in all client interactions.
• Educate clients on digital tools and channels to monitor investments.
• Collaborate with Chase partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial planning

Education

Certified Financial Planning CFP

Series 7 license

Series 66 (63/65) license

Life/Health/Long-Term Care license

Job description

JPMorgan Chase & Co. in Wisconsin seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will grow a client book and provide tailored investment solutions, with emphasis on relationship management and leveraging Chase partner referrals to strengthen client relationships. The role focuses on investor experience, educating clients on digital tools, and delivering holistic financial coaching