Wealth Management Advisor – Private Client

JPMorganChase; Town of Texas (WI); On-site; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A major financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role involves building relationships and offering personalized investment solutions. Ideal candidates will have at least 2 years of financial advisory experience and relevant licenses. The position promises a competitive salary and benefits in a diverse and inclusive work environment.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship management.
• Ability and commitment to goals-based planning.

Responsibilities

• Support teammates’ success and bank goals.
• Build a book of business delivering personalized investment solutions.
• Educate clients on available technology for investment monitoring.

Skills

Client acquisition

Financial market understanding

Investment solutions knowledge

Relationship management

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

A major financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role involves building relationships and offering personalized investment solutions. Ideal candidates will have at least 2 years of financial advisory experience and relevant licenses. The position promises a competitive salary and benefits in a diverse and inclusive work environment.