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Wealth Advisor: Personal Investing & Digital Planning
Job in
Fox Point, Milwaukee County, Wisconsin, USA
Listed on 2026-01-23
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking an experienced Financial Advisor to build client relationships and provide personalized investment solutions. This role requires over 2 years of experience in financial services, a valid Series 7 license, and strong skills in client acquisition and goals-based planning. Applicants should demonstrate integrity and passion for client education in a dynamic environment. A bachelor's degree and CFP certification are preferred.
Join a team committed to diversity and exceptional customer service.
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