J.P. Morgan Wealth Management - Private Client Advisor - East Towne Branch, Madison, WI
On-site · Madison, Wisconsin, United States
Job Summary
Private Client Advisor in Chase Wealth Management based in the East Towne Branch, Madison, WI provides comprehensive financial planning and investment solutions, building a book of business through client relationships, and leveraging digital tools to enhance client experience. The role emphasizes relationship management, understanding financial markets, and educating clients on technology and channels to monitor and manage investments, with a focus on delivering personalized advisory solutions and coordinating with partners.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
- CFP certification is preferred
- Bachelor’s degree is preferred
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