Private Client Wealth Advisor

Aumni; Saint Cloud (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will leverage investment expertise and a broad product platform to deliver personalized solutions and strengthen client relationships. The role requires licensing (Series 7, Series 66, Life/Health/LTC) and a track record in client acquisition, with a strong emphasis on goals-based planning and integrity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Must have a valid Series 7 license and a valid Series 66 license (63/65) or obtain within 60 days of starting.
• Must have a valid Life, Health and Long Term Care Insurance license or obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions with leadership and relationship-building.
• Provide holistic financial planning and advisory services to individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Foster a culture of integrity, compliance, and client service.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor’s degree

CFP certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will leverage investment expertise and a broad product platform to deliver personalized solutions and strengthen client relationships. The role requires licensing (Series 7, Series 66, Life/Health/LTC) and a track record in client acquisition, with a strong emphasis on goals-based planning and integrity.