J.P. Morgan Wealth Management - Private Client Advisor - Kenosha and Bristol, WI

Overview

J.P. Morgan Wealth Management - Private Client Advisor - Kenosha and Bristol, WI. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, helping clients at various stages of wealth. You will be front and center representing our brand, using a broad investment product and thought leadership platform along with cutting edge digital technology to offer the best investment solutions to meet clients' financial needs.

• 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 clients by relying on leadership and relationship-building skills, with a consistent focus on relationship management rather than 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
• Educate clients on the technology and channels available to monitor, maintain, and manage 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

• 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
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

• Certified Financial Planning (CFP®) certification is preferred
• Bachelor’s degree preferred

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor. Annuities are made available through Chase Insurance Agency, Inc. (CIA). JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co.

About Us – Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of financial products. We offer a competitive total rewards package including base salary, potential commission or discretionary incentive compensation, and a range of benefits to meet employee needs. These benefits include comprehensive health care, retirement savings, and more.

We also provide equal opportunity and value diversity and inclusion.

Equal Opportunity Employer/Disability/Veterans