Wealth Advisor: Holistic Planning & Client Growth

Next Frontier Capital; Saint Paul (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and guidance to individuals and families.

You will build a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships. You will educate clients on available technology and channels to monitor and manage their investments, while maintaining the highest integrity and fiduciary standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Demonstrated commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital innovations to help clients bank how they want and when they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree preferred

Certified Financial Planner CFP (preferred)

Tools

Series 7

Series 66 (63/65)

Life, Health & LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and guidance to individuals and families.

You will build a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships. You will educate clients on available technology and channels to monitor and manage their investments, while maintaining the highest integrity and fiduciary standards.