Wealth Planner & Private Client Advisor
Listed on 2026-10-08
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
JPMorgan Chase in Wisconsin seeks a Private Client Advisor to join Chase Wealth Management and provide comprehensive financial planning and investment advice to individuals and families. You will build a local client book, offer tailored investment solutions, and collaborate with partners to deepen client relationships.
The role requires at least 2 years in a financial advisory role, active Series 7 and 66, plus Life/Health/ LTC licenses or the ability to obtain within 60 days.
For the Wealth Planner & Private Client Advisor position at JPMorgan Chase, we are reviewing applications now.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planner & Private Client Advisor role in the description above.
We appreciate your interest in this position.
Join JPMorgan Chase and contribute to our ongoing work.
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