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Private Wealth Advisor — Client Relationships & Planning
Job in
Kenosha, Kenosha County, Wisconsin, 53142, USA
Listed on 2026-08-17
Listing for:
Fairygodboss
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Wisconsin. You will offer comprehensive financial planning and investment advice to individuals and families, building lifelong client relationships and delivering personalized solutions.
Leverage a broad knowledge of financial markets, technology channels, and a client-centric approach. Requires active Series 7 and Series 66 licenses, Life/Health/LTC licensing, and 2+ years in financial advisory roles.
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