Private Client Advisor: Wealth Planning & Digital Guidance

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

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families as part of Chase Wealth Management.

You will build trusted client relationships, grow a book of business, and leverage digital tools to offer modern investment solutions while upholding the highest standards of integrity and client service.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and partnering with key collaborators.
• Commitment to goals‑based planning and advice.
• Active Series 7 license and Series 66 (63/65) or obtaining within 60 days of start.
• Active Life, Health and Long Term Care insurance licenses or obtaining within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions through strong relationship building and leadership.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Act with integrity and prioritize client interests in all actions.
• Educate clients on technology and channels for monitoring and managing investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank when and where they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial analysis

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families as part of Chase Wealth Management.

You will build trusted client relationships, grow a book of business, and leverage digital tools to offer modern investment solutions while upholding the highest standards of integrity and client service.