JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WI
Fitchburg, WI · Full-time · Posted Oct 20, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions and referrals.
What you'll do
- Build a book of business through relationship management and personalized investment solutions.
- Provide holistic financial coaching and educate clients about investment tools and digital banking channels.
- Support teammates and bank goals while delivering client-focused service with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, client relationships, and working with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses must be active or obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative