Wealth Management Advisor: Relationships & Planning

JPMorgan Chase & Co.; Racine (WI); On-site; USD 75,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families, helping them meet their goals.

The role emphasizes relationship management, deep market knowledge, and fiduciary integrity, with a focus on using digital tools to enhance client experiences and grow trusted advisory relationships.

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

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building skills.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enhance client experiences.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families, helping them meet their goals.

The role emphasizes relationship management, deep market knowledge, and fiduciary integrity, with a focus on using digital tools to enhance client experiences and grow trusted advisory relationships.