Wealth Private Client Advisor: Personal Financial Planning

Next Frontier Capital; Wisconsin; 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 advice to individuals and families within Chase Wealth Management.

You will build lasting relationships, provide invested solutions, and collaborate with partners to deepen client engagement. You will support clients across a spectrum of needs, from starting savers to affluent households, using digital tools and a client-focused approach while upholding the firm's commitment to

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 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license 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 by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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

Financial planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Wisconsin is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will build lasting relationships, provide invested solutions, and collaborate with partners to deepen client engagement. You will support clients across a spectrum of needs, from starting savers to affluent households, using digital tools and a client-focused approach while upholding the firm's commitment to