Private Client Advisor: Wealth Planning & Digital Engagement

Testing Site - JPMC; Edina (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advised solutions to individuals and families in a high-touch, relationship-driven role.

Ideal candidates will have a solid track record in client acquisition, strong knowledge of financial markets, and active licenses (Series 7/66 and Life/Health/LTC) with the ability to obtain missing licenses within 60 days.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining client relationships and working with partners.
• Strong commitment to goals-based planning and advice.
• Active Series 7 and Series 66 (63/65) licenses or ability to obtain within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or ability to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Educate clients on technology and digital channels for monitoring investments.
• Maintain integrity and act in clients' best interests at all times.

Skills

Client acquisition

Relationship management

Goals-based planning

Finance industry knowledge

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advised solutions to individuals and families in a high-touch, relationship-driven role.

Ideal candidates will have a solid track record in client acquisition, strong knowledge of financial markets, and active licenses (Series 7/66 and Life/Health/LTC) with the ability to obtain missing licenses within 60 days.