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Strategic Private Client Advisor - Wealth & Planning

Job in Fitchburg, Dane County, Wisconsin, USA
Listing for: Aumni
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below

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

You will build strong client relationships, provide tailored investment solutions, and partner with advisors to deepen client engagement. The role emphasizes integrity, wealth education for clients, and leveraging digital tools to offer flexible, convenient banking and investment access.

We are currently recruiting a Strategic Private Client Advisor
- Wealth & Planning for our team in Fitchburg, WI, United States.

The advertised compensation is 80..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Strategic Private Client Advisor
- Wealth & Planning role in the description above.

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