Private Client Advisor: Grow Clients' Wealth & Relationships

JPMorgan Chase & Co.; Woodbury (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advisory services for individuals and families.

You will build relationships, provide personalized investment solutions, and collaborate with partners to deepen client engagement. The role emphasizes understanding markets, maintaining high integrity, and educating clients on digital tools to manage investments.

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.
• Active Series 7 license required.
• Active Series 66 license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care licenses or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a client-focused approach.
• Provide comprehensive financial planning and advice to individuals and families.
• Develop relationships with clients and key partners to deepen client engagement.
• Demonstrate knowledge of financial markets and sound judgement.
• Educate clients on digital tools and channels for monitoring investments.
• Act with integrity and prioritize client interests in all interactions.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advisory services for individuals and families.

You will build relationships, provide personalized investment solutions, and collaborate with partners to deepen client engagement. The role emphasizes understanding markets, maintaining high integrity, and educating clients on digital tools to manage investments.