Private Client Advisor - Wealth Planning & Relationships

Testing Site - JPMC; Stillwater (MN); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build a trusted book of business and deliver personalized investment solutions, guided by integrity and a client‑centered approach. You will leverage digital tools to help clients monitor and manage their investments, educate them on available channels, and provide holistic financial coaching beyond investments while

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and manage clients, and partner with key teams.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or obtain within 60 days of starting.
• Active Life, Health and Long Term Care Insurance licenses or obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-building and leadership.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Uphold high integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Offer a holistic view of clients’ needs and provide financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank anywhere, anytime.

Skills

Relationship building

Sales & business development

Financial planning

Client advisory excellence

Integrity & ethics

Education

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

CFP certification (preferred)

Bachelor’s degree (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build a trusted book of business and deliver personalized investment solutions, guided by integrity and a client‑centered approach. You will leverage digital tools to help clients monitor and manage their investments, educate them on available channels, and provide holistic financial coaching beyond investments while