JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI
Green Bay, WI · Full-time · Posted Oct 22, 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 investment solutions.
What you'll do
- Build a book of business through client acquisition and relationship management, focusing on relationships rather than portfolio management.
- Provide holistic financial coaching and goals-based investment advice, including referrals to Chase partners.
- Help clients use digital tools and channels to monitor and manage their investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and integrating with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative