Private Client Wealth Advisor

JPMorgan Chase & Co.; Rochester (MN); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families, from new savers to high-net-worth clients.

You will build lasting relationships, deliver personalized investment solutions, and partner with bank referrals while maintaining the highest standards of integrity and client service in a digital-first wealth experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license is required or must be obtained within 60 days of starting.
• Series 66 license (63/65) required or must be obtained within 60 days of starting in the role.
• Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role.
• Bachelor's degree preferred; CFP certification preferred.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Educate clients on technology and channels to monitor, maintain, and manage their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank anytime, anywhere

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets knowledge

Integrity

Digital banking

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families, from new savers to high-net-worth clients.

You will build lasting relationships, deliver personalized investment solutions, and partner with bank referrals while maintaining the highest standards of integrity and client service in a digital-first wealth experience.