Private Client Advisor: Wealth Strategy & Client Relationships

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

Job summary

J.P. Morgan Chase in Minneapolis seeks a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families.

You will build trusted client relationships and deliver personalized investment solutions, leveraging Chase partner referrals to deepen client networks. Role requires licenses (Series 7/66 and Life/Health/LTC) or availability to obtain within 60 days; CFP preferred and a bachelor’s degree is beneficial.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and relationship development.
• Experience with goals-based planning and advice.
• Active Series 7 and Series 66 licenses required or to be obtained within 60 days.

Responsibilities

• Provide comprehensive financial planning and investment advice to individuals and families.
• Build and manage a book of business with a focus on relationship management.
• Demonstrate knowledge of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.

Education

Series 7 License

Series 66 License

Life/Health/LTC License

CFP Certification

Bachelor's degree

Job description

J.P. Morgan Chase in Minneapolis seeks a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families.

You will build trusted client relationships and deliver personalized investment solutions, leveraging Chase partner referrals to deepen client networks. Role requires licenses (Series 7/66 and Life/Health/LTC) or availability to obtain within 60 days; CFP preferred and a bachelor’s degree is beneficial.