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Financial Advisor Financial Consultant

Private Client Wealth Planner

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Milwaukee is seeking a Private Client Advisor to provide comprehensive financial planning and exceptional client service. The ideal candidate will have at least 2 years of experience in a financial advisor role, showcasing a strong emphasis on building client relationships and delivering personalized investment solutions. A valid Series 7 and Series 66 licenses are required, and a bachelor's degree is preferred.

This role offers a competitive rewards package, including benefits focused on employee needs.
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