Private Wealth Advisor: Personal Finance & Planning

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

Job summary

J.P. Morgan Chase in Minnesota invites you to join Chase Wealth Management as a Private Client Advisor. You will provide comprehensive financial planning and advice to individuals and families, building a trusted book of business and delivering personalized investment solutions.

You will rely on relationship-building, market knowledge, and a strong commitment to integrity to guide clients. The role emphasizes digital tools, client education, and a holistic view of financial needs, with licensing

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; a valid Series 66 (63/65) license is required or must be obtained within 60 days.
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days.
• Certified Financial Planning (CFP) certification is preferred; Bachelor's degree preferred.

Responsibilities

• Championed and supported teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets

Integrity

Education

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase in Minnesota invites you to join Chase Wealth Management as a Private Client Advisor. You will provide comprehensive financial planning and advice to individuals and families, building a trusted book of business and delivering personalized investment solutions.

You will rely on relationship-building, market knowledge, and a strong commitment to integrity to guide clients. The role emphasizes digital tools, client education, and a holistic view of financial needs, with licensing