Wealth Advisor: Holistic Planning & Digital Guidance

Testing Site - JPMC; Woodbury (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Minnesota seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advised solutions to individuals and families.

You will help clients select investment strategies, coordinate with partners, and provide holistic financial guidance. This role emphasizes building a strong client book, leveraging leadership and relationship-building skills, and maintaining a high standard of integrity while delivering an exceptional investor

Qualifications

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

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
• Educate clients on the technology and channels available to 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

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

CFP (preferred)

Job description

J.P. Morgan Chase in Minnesota seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advised solutions to individuals and families.

You will help clients select investment strategies, coordinate with partners, and provide holistic financial guidance. This role emphasizes building a strong client book, leveraging leadership and relationship-building skills, and maintaining a high standard of integrity while delivering an exceptional investor