Elite Private Client Wealth Advisor

JPMorgan Chase & Co.; Rochester (MN); On-site; USD 65,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will build relationships and provide personalized investment solutions to clients at various wealth levels.

This role requires at least 2 years in a Financial Advisor role, a valid Series 7 license, and a commitment to client-focused service. Knowledge of financial markets and integrity is essential for success.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals‑based planning and advice.

Responsibilities

• Support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital innovations

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will build relationships and provide personalized investment solutions to clients at various wealth levels.

This role requires at least 2 years in a Financial Advisor role, a valid Series 7 license, and a commitment to client-focused service. Knowledge of financial markets and integrity is essential for success.