Wealth Advisor for Private Clients – Relationship & Planning

Fairygodboss; BLOOMINGTON (MN); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

On-site wellness centers

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients grow and protect wealth, delivering advised solutions and referrals to deepen client relationships. The role emphasizes relationship management, knowledge of financial markets, integrity, and education about digital tools to monitor and manage investments.

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.

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 your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their 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 when, where, and how they want

Skills

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients grow and protect wealth, delivering advised solutions and referrals to deepen client relationships. The role emphasizes relationship management, knowledge of financial markets, integrity, and education about digital tools to monitor and manage investments.