J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI

Location: Green Bay, 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 Green Bay, WI branch. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive planning and investment solutions that align with their life goals. As a branch-based advisor, you will leverage J.P. Morgan's global resources and Chase's local presence to build lasting relationships, helping clients navigate complex financial landscapes including retirement, education funding, and wealth preservation. This position offers the opportunity to thrive in a dynamic environment where your expertise directly impacts client success and community prosperity in Green Bay. Your primary focus will be on understanding client needs through in-depth consultations, recommending tailored investment strategies from J.P. Morgan's premier offerings, and ensuring seamless integration with Chase banking services. You will collaborate with a team of specialists to provide holistic advice, from asset allocation to estate planning, while adhering to the highest standards of ethics and compliance. Success in this role requires a client-centric approach, proactive portfolio management, and the ability to identify growth opportunities within our Wealth Management ecosystem. J.P. Morgan Wealth Management is committed to fostering an inclusive culture that values diverse perspectives and professional growth. As a Private Client Advisor, you will have access to cutting-edge tools, ongoing training, and a supportive network to advance your career. If you are passionate about empowering clients to achieve financial security and are ready to contribute to one of the world's leading financial institutions, we invite you to apply for this rewarding position in Green Bay, WI.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Prospect, develop, and nurture long-term relationships with clients in the Green Bay, WI community through branch-based interactions and networking
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment services
• Monitor client portfolios, execute trades, and adjust strategies based on market conditions and client needs
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while maintaining accurate documentation
• Educate clients on J.P. Morgan's suite of products, such as Chase Private Client services and J.P. Morgan Investment Management offerings
• Identify opportunities for referrals to other J.P. Morgan lines of business, including commercial banking and asset management
• Participate in local community events to enhance brand visibility and client acquisition in Green Bay

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based environment while collaborating with team members

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency, particularly in Spanish or other local languages in Green Bay, WI
• Prior success in asset gathering and portfolio management for high-net-worth individuals

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• CRM software proficiency (e.g., Salesforce)
• Data analysis using financial tools
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Green Bay, WI

JP Morgan Chase is an equal opportunity employer.