Private Client Wealth Advisor | Holistic Planning

JPMorgan Chase & Co.; Richfield (MN); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and tailored investment solutions for individuals and families.

You will build lasting client relationships, leverage leadership and collaboration with partners, and educate clients on digital tools to monitor and manage investments. The role emphasizes relationship management, integrity, and a strong client-centric service approach, with opportunities to work across our

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent
• Proven ability to acquire and maintain clients and partner with key stakeholders
• Demonstrated goals-based planning and advisory approach
• Licenses required within 60 days of starting: Series 7, Series 66, Life/Health/LTC

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Provide comprehensive financial planning and advice for individuals and families
• Educate clients on technology and channels to monitor investments
• Maintain strong client relationships and integrity in all interactions
• Partner with JPMorgan Chase and other bank channels to deepen client relationships

Skills

Client acquisition

Relationship-building

Goa ls-based planning

Leadership

Digital literacy

Compliance and integrity

Communication

Education

Bachelor’s degree

CFP certification

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and tailored investment solutions for individuals and families.

You will build lasting client relationships, leverage leadership and collaboration with partners, and educate clients on digital tools to monitor and manage investments. The role emphasizes relationship management, integrity, and a strong client-centric service approach, with opportunities to work across our