Elevated Private Client Advisor — Greater Minnesota

JPMorgan Chase & Co.; Savage (MN); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Minnesota seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, offer advised solutions, and refer Chase partners to deepen client engagements.

You will support clients across a spectrum from new savers to high-net-worth individuals, delivering personalized guidance and leveraging digital tools to enhance the client experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients remain digitally confident and bank when, where, and how they want.

Skills

Client relationships

Business development

Goals-based planning

Financial markets knowledge

Digital channel education

Education

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in Minnesota seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, offer advised solutions, and refer Chase partners to deepen client engagements.

You will support clients across a spectrum from new savers to high-net-worth individuals, delivering personalized guidance and leveraging digital tools to enhance the client experience.