Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Virginia (MN); On-site; USD 85,000 - 130,000; Full time

Job summary

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

You will cultivate relationships, leverage leadership and partner referrals, and deliver high-quality investor experiences. The role emphasizes goals-based planning, client acquisition, and deep market knowledge, with a focus on educating clients about digital channels and monitoring tools to manage their

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to provide goals-based planning and financial advice.
• Active Series 7 license and Series 66 (63/65) license or obtain within 60 days.
• Active Life, Health and Long Term Care insurance licenses or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital tools to enhance client engagement and service.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Digital literacy

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

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

You will cultivate relationships, leverage leadership and partner referrals, and deliver high-quality investor experiences. The role emphasizes goals-based planning, client acquisition, and deep market knowledge, with a focus on educating clients about digital channels and monitoring tools to manage their