Wealth Advisor for Private Clients & Planning

Fairygodboss; Woodbury (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build strong relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client engagement. You will apply knowledge of financial markets, demonstrate integrity, and educate clients on digital tools to monitor and manage investments, while contributing to a holistic

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66 required or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions, focusing on relationship management.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.

Skills

Relationship building

Client acquisition

Financial planning

Communication

Education

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

CFP (preferred)

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build strong relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client engagement. You will apply knowledge of financial markets, demonstrate integrity, and educate clients on digital tools to monitor and manage investments, while contributing to a holistic