Wealth Private Client Advisor: Relationship Builder

JPMorgan Chase & Co.; Madison (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Madison, Wisconsin, is seeking a Private Client Advisor. This role focuses on delivering personalized financial planning and investment solutions to a diverse client base. An ideal candidate has at least 2 years in financial advising, holds relevant licenses, and excels in building client relationships. The firm offers robust opportunities for career growth and emphasizes diversity and inclusion in its workplace culture.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven success in building and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates' success and the bank's goals.
• Build a book of business providing personalized investment solutions.
• Educate clients on technology for their investments.

Skills

Client acquisition

Financial planning

Relationship management

Financial markets understanding

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Madison, Wisconsin, is seeking a Private Client Advisor. This role focuses on delivering personalized financial planning and investment solutions to a diverse client base. An ideal candidate has at least 2 years in financial advising, holds relevant licenses, and excels in building client relationships. The firm offers robust opportunities for career growth and emphasizes diversity and inclusion in its workplace culture.