J.P. Morgan Wealth Management - Private Client Advisor - Kenosha and Bristol, WI

Location: Kenosha, 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 branch teams in Kenosha and Bristol, WI. In this client-facing role, you will deliver personalized financial planning and investment advice to individuals and families, helping them achieve their long-term wealth goals. As a key member of our Wealth Management division, you will leverage J.P. Morgan's global resources and innovative tools to provide holistic solutions, including retirement planning, education funding, and legacy preservation. This position offers the opportunity to build meaningful relationships in a supportive branch environment while contributing to J.P. Morgan's mission of empowering clients to reach their financial aspirations. Your day-to-day responsibilities will involve conducting in-depth client consultations to assess financial situations, recommending diversified investment strategies from J.P. Morgan's premier offerings, and ensuring seamless execution of plans. You will collaborate with internal partners, such as J.P. Morgan Private Bankers and specialists, to address complex needs like tax optimization and estate planning. Success in this role requires a proactive approach to client acquisition through local networking in the Kenosha and Bristol communities, while maintaining the highest standards of integrity and compliance with FINRA and SEC guidelines. You will also monitor market trends and portfolio performance, providing proactive advice to adapt to economic shifts. J.P. Morgan Wealth Management values advisors who are passionate about client success and committed to professional growth. We offer robust training programs, access to cutting-edge technology, and a collaborative culture that fosters innovation in financial services. If you have a proven track record in wealth advisory and a desire to make a tangible impact in the lives of Midwest families, this role provides an ideal platform to advance your career at one of the world's leading financial institutions. Join us to help clients navigate their financial journeys with confidence and clarity.

Key Responsibilities

• Provide comprehensive financial planning and investment advice to individuals and families in the Kenosha and Bristol, WI branches
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct needs-based assessments and recommend tailored investment strategies, including J.P. Morgan's suite of wealth management products
• Prospect for new clients through community networking, referrals, and branch-based events
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic financial solutions
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, retirement planning, estate strategies, and tax-efficient investing
• Achieve sales and growth targets while prioritizing client-centric service
• Participate in professional development to stay current with industry best practices and J.P. Morgan initiatives

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3 years of experience in financial advisory or wealth management roles
• Proven track record of client acquisition and relationship management in the financial services industry
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work in a branch-based environment serving clients in Kenosha and Bristol, WI
• Clean background check and compliance history with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals and families in the Midwest region
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems and wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Regulatory compliance and risk assessment
• Sales and business development techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Knowledge of tax and estate planning principles
• Proficiency in Microsoft Office Suite and CRM tools
• Adaptability to market changes and client feedback
• Team collaboration in a corporate environment
• Ethical decision-making in high-stakes financial advising

Benefits

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

JP Morgan Chase is an equal opportunity employer.