Private Wealth Advisor: Holistic Planning & Growth

JPMorganChase; Savage (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan 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 build relationships, deliver personalized investment solutions, and guide clients through a broad range of financial needs using leading digital tools.

Success requires strong relationship management, knowledge of financial markets, and adherence to regulatory standards.

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
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in role

Responsibilities

• Champion and support your teammates' success and the goals of the bank, fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions focusing on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity and do right by clients at every opportunity
• Educate clients on technology and channels to monitor, maintain, and handle 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 how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Regulatory compliance

Education

Bachelor's degree preferred

Job description

JPMorgan 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 build relationships, deliver personalized investment solutions, and guide clients through a broad range of financial needs using leading digital tools.

Success requires strong relationship management, knowledge of financial markets, and adherence to regulatory standards.