Private Client Advisor — Wealth Solutions & Digital Advice

JPMorganChase; Saint Paul (MN); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Minnesota.

You will provide comprehensive financial planning and advice to individuals and families, building strong client relationships and delivering tailored investment solutions. The role emphasizes goals-based planning, deep market understanding, and the ability to educate clients on digital tools and channels for monitoring and managing their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and growing client relationships with key partners.
• Commitment to goals-based planning and advice.
• Licenses: Series 7, Series 66 (or 63/65) and Life/Health/LTC licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Advise clients with comprehensive financial planning and fiduciary responsibility.
• Demonstrate deep understanding of markets and sound judgement.
• Provide holistic financial coaching beyond investments.

Skills

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Minnesota.

You will provide comprehensive financial planning and advice to individuals and families, building strong client relationships and delivering tailored investment solutions. The role emphasizes goals-based planning, deep market understanding, and the ability to educate clients on digital tools and channels for monitoring and managing their investments.