J.P. Morgan Wealth Management - Private Client Advisor - Appleton, WI
On-site · Appleton, Wisconsin, United States
Job Summary
Private Client Advisor for Chase Wealth Management responsible for delivering comprehensive financial planning and investment solutions to individuals and families. Responsibilities include building a book of business, providing advised solutions through leadership and relationship-building, educating clients on technology and digital channels, and collaborating with partners to deepen client relationships. Requires client acquisition, strong understanding of financial markets, and unwavering integrity in advising clients.
Required Qualifications
- Series 7 license
- Series 66 license (63/65) or must be obtained within 60 days of starting
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.