J.P. Morgan Wealth Management - Private Client Advisor - Sauk Creek Branch, Madison, WI
On-site · Madison, Wisconsin, United States
Job Summary
Private Client Advisor in Chase Wealth Management at the Sauk Creek Branch in Madison, WI, focusing on building a book of business and delivering personalized investment solutions through relationship management. Responsibilities include providing comprehensive financial planning and advice to individuals and families, educating clients on technology and channels to monitor and manage investments, collaborating with partners for referrals, and using leadership and market knowledge to deliver an exceptional investor experience while upholding integrity and a client-centric approach.
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 role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- Bachelor's degree preferred
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