Wealth Advisor for Private Clients & Planning

JPMorgan Chase & Co.; Savage (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management.

You will build a book of business, provide tailored solutions through trusted partnerships, and empower clients to monitor and adjust their investments using digital tools, while upholding the highest standards of integrity.

Qualifications

• 2+ years in a financial advisor role or equivalent
• Proven client acquisition, cultivating and maintaining client relationships
• Commitment to goals-based planning and advice
• Active Series 7 license
• Active Series 66 (63/65) license or obtain within 60 days of starting
• Active Life, Health and Long Term Care Insurance licenses or obtain within 60 days of starting

Responsibilities

• Build a book of business and deliver personalized investment solutions leveraging leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Uphold unwavering integrity and act in clients' best interests.
• 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 access services anytime, anywhere.

Skills

Client relationship management

Goals-based planning

Financial advisory

Series 7 license

Series 66 license

Life, Health, LTC licenses

Education

Bachelor's degree

CFP Certification preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management.

You will build a book of business, provide tailored solutions through trusted partnerships, and empower clients to monitor and adjust their investments using digital tools, while upholding the highest standards of integrity.