Private Client Advisor, Wealth Management & Planning

JPMorgan Chase & Co.; Lakeville (MN); On-site; USD 75,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering personalized investment solutions.

The role emphasizes client education, digital tools, and a holistic approach to financial coaching. The position requires an active Series 7 and Series 66 (63/65) license (or obtained within 60 days), plus Life, Health

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Demonstrated commitment to goals-based planning and advice.
• Licenses required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice for individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree (preferred)

CFP (preferred)

Job description

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering personalized investment solutions.

The role emphasizes client education, digital tools, and a holistic approach to financial coaching. The position requires an active Series 7 and Series 66 (63/65) license (or obtained within 60 days), plus Life, Health