Wealth Planning Advisor — Private Client

Next Frontier Capital; Appleton (WI); On-site; USD 70,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and personalized investment advice to individuals and families. You will build trusted client relationships, leveraging leadership and partnerships to deliver suitable investment solutions and referrals.

The role emphasizes fiduciary responsibility, ongoing client education, and embracing digital channels to enhance the investor experience across various platforms.

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.
• Series 7 and Series 66 licenses active or must be obtained within 60 days of starting.

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, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in doing what is right for clients at every opportunity.
• 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 enable clients to bank anytime, anywhere.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial knowledge

Financial planning

Education

Bachelor's degree (preferred)

Tools

Series 7

Series 66

Life/Health/LIC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and personalized investment advice to individuals and families. You will build trusted client relationships, leveraging leadership and partnerships to deliver suitable investment solutions and referrals.

The role emphasizes fiduciary responsibility, ongoing client education, and embracing digital channels to enhance the investor experience across various platforms.