Private Client Wealth Advisor — Holistic Planning & Growth

JPMorgan Chase & Co.; Lakeville (MN); On-site; USD 75,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. in Minnesota seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build a book of business and deliver tailored solutions, while deepening client relationships through referrals and proactive guidance. You will guide clients through markets with integrity, leveraging digital tools to monitor and adjust portfolios and educate clients on available channels and

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66 (63/65) or obtainable within 60 days; Life/Health/LTC licenses or obtainable within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain integrity and act in clients’ best interests at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital tools to help clients stay digitally confident and bank when/where they want.

Skills

Financial advisor experience

Client acquisition

Relationship management

Goals-based planning

Education

Series 7 license

Series 66 license

Life/Health/LTC license

CFP certification

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Minnesota seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build a book of business and deliver tailored solutions, while deepening client relationships through referrals and proactive guidance. You will guide clients through markets with integrity, leveraging digital tools to monitor and adjust portfolios and educate clients on available channels and