Private Wealth Advisor – Holistic Planning & Digital Tools

Aumni; Saint Paul (MN); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

On-site health and wellness centers

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment advice to individuals and families in Chase Wealth Management.

You will build deep client relationships, manage a book of business, and leverage digital tools to enhance the client experience. The role emphasizes integrity, education of clients on channels and technology, and a holistic approach to needs beyond investments, aligned with Chase’s digital strategy and broad

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 by relying on leadership and relationship-building skills.
• 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 the technology and channels available to monitor, maintain, and handle 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 when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Education

Bachelor's degree

Tools

Series 7

Series 66

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment advice to individuals and families in Chase Wealth Management.

You will build deep client relationships, manage a book of business, and leverage digital tools to enhance the client experience. The role emphasizes integrity, education of clients on channels and technology, and a holistic approach to needs beyond investments, aligned with Chase’s digital strategy and broad