Wealth Advisor - Client Relationships & Financial Planning

JPMorganChase

BLOOMINGTON (MN)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

JPMorgan Chase invites skilled financial professionals to join Chase Wealth Management as a Private Client Advisor. You will provide comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and delivering an exceptional investor experience.

The role emphasizes understanding client needs, collaborating with partners, and leveraging digital channels to enhance service.

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.
Must hold or obtain a valid Series 7 and Series 66 (63/65) license within 60 days of starting.

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 with a focus on relationship management.
Demonstrate a deep understanding of financial markets and sound business judgment.
Exhibit integrity and a client-first approach in all interactions.
Educate clients on technology and channels to monitor and manage investments.
Provide a holistic view of clients' needs and financial coaching beyond investments.
Embrace digital innovations to help clients become more digitally confident.