More jobs:
Wealth Planner & Private Client Advisor
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-07-09
Listing for:
JPMorgan Chase Bank, N.A.
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
JPMorgan Chase Bank, N.A. is looking for a Private Client Advisor in Milwaukee, Wisconsin. In this role, you'll provide comprehensive financial planning and advice tailored to individuals and families, facilitating a strong client relationship.
With at least 2 years of experience in financial advisory roles necessary, applicants will be responsible for developing business and providing investment solutions. Licenses in Series 7, Series 66, and Life, Health and Long Term Care Insurance are required, with a focus on fostering a culture of diversity.
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