Private Client Advisor — Wealth Management & Digital Solutions

JPMorgan Chase; Sioux Falls (SD); On-site; USD 65,000 - 95,000; 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 Sioux Falls to provide comprehensive financial planning and advice to clients. The role focuses on building strong relationships and delivering personalized investment solutions while fostering a culture of diversity.

Ideal candidates will have at least 2 years of experience in a financial advisor role, possess relevant licenses, and demonstrate a commitment to client success and goals-based planning.

The position includes a competitive salary with commission-based pay and comprehensive benefits packages.

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

• Champion and support teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology available to manage their investments.

Skills

Client acquisition

Financial planning

Relationship management

Financial advising

Digital banking innovation

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 Sioux Falls to provide comprehensive financial planning and advice to clients. The role focuses on building strong relationships and delivering personalized investment solutions while fostering a culture of diversity.

Ideal candidates will have at least 2 years of experience in a financial advisor role, possess relevant licenses, and demonstrate a commitment to client success and goals-based planning.

The position includes a competitive salary with commission-based pay and comprehensive benefits packages.