Private Client Advisor - Wealth & Financial Planning

JPMorgan Chase; Rochester (MN); On-site; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Rochester, MN to provide comprehensive financial planning and investment solutions. This role emphasizes building client relationships and offering personalized investment strategies.

Qualified candidates will have at least 2 years of experience in a financial advisor role and will possess essential licenses such as Series 7 and Series 66. A commitment to diversity and exceptional customer service is essential.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Champion and support teammates' success and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Financial planning

Relationship management

Sound business judgement

Integrity

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

JPMorgan Chase is seeking a Private Client Advisor in Rochester, MN to provide comprehensive financial planning and investment solutions. This role emphasizes building client relationships and offering personalized investment strategies.

Qualified candidates will have at least 2 years of experience in a financial advisor role and will possess essential licenses such as Series 7 and Series 66. A commitment to diversity and exceptional customer service is essential.