JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor (Kenosha South Branch) - Kenosha, WI
Kenosha, 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 focused on relationship management.
What you'll do
- Build a book of business through client acquisition, relationship management, and personalized investment solutions.
- Provide goals-based financial planning, advice, and coaching beyond investments.
- Educate clients about digital tools and channels for managing and monitoring 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.
- Valid and active Series 7 license.
- 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