J.P. Morgan Wealth Management - Private Client Advisor - Greater Milwaukee, WI

Location: Milwaukee, WI, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Greater Milwaukee, WI branch. In this client-facing role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions that align with their life goals. Leveraging J.P. Morgan's global resources and research expertise, you will create personalized financial plans encompassing investments, retirement strategies, estate planning, and banking services. This position offers the opportunity to build meaningful relationships in a dynamic branch environment, contributing to the firm's mission of empowering clients to achieve financial success in the competitive financial services landscape. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending tailored investment portfolios using J.P. Morgan's innovative tools and platforms. You will proactively engage with clients to review performance, adjust strategies based on market conditions, and identify opportunities for holistic solutions like lending or philanthropy advisory. Collaboration with branch teams and access to J.P. Morgan's network of specialists will enable you to provide seamless, high-touch service. Success in this role requires a passion for client advocacy, a deep understanding of wealth management principles, and the ability to navigate regulatory requirements while driving asset growth. J.P. Morgan Wealth Management is committed to fostering an inclusive culture where diverse perspectives drive innovation. As a Private Client Advisor, you will benefit from ongoing training, competitive compensation tied to performance, and the prestige of representing one of the world's leading financial institutions. If you are a licensed professional with a proven track record in financial advising and a desire to make a lasting impact in the Milwaukee community, we invite you to apply and join our team in delivering exceptional value to our clients.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients, conducting regular reviews and proactive outreach to address evolving needs
• Identify opportunities to introduce J.P. Morgan's comprehensive suite of wealth management products, including banking, lending, and investment services
• Collaborate with branch colleagues, such as bankers and specialists, to deliver holistic financial solutions
• Conduct financial needs assessments, create customized investment portfolios, and monitor performance against client objectives
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Prospect for new clients through networking, referrals, and community engagement in the Greater Milwaukee area
• Educate clients on market trends, economic factors, and J.P. Morgan's research-driven insights
• Manage client portfolios using J.P. Morgan's proprietary tools and platforms to optimize returns and mitigate risks
• Participate in branch events and professional development to enhance advisory capabilities

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Commitment to ethical standards and client-centric decision-making

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the Milwaukee market
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in Spanish or other languages spoken in the Greater Milwaukee community
• Previous success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Financial planning and goal-setting expertise
• Regulatory compliance (SEC, FINRA rules)
• Sales and business development acumen
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Risk assessment and mitigation
• Networking and referral generation
• Ethical decision-making in high-stakes environments
• Adaptability to market changes and client feedback

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and other investment opportunities
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.