Wealth Advisor: Holistic Planning & Digital Investing

JPMorgan Chase & Co.; Rochester (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Rochester, MN seeks a Private Client Advisor to deliver comprehensive financial planning and advised solutions for individuals and families. You will build lasting client relationships and rely on leadership and digital tools to meet clients’ evolving needs.

The role emphasizes fiduciary integrity, collaboration with partners, and a tailored, goals-based planning approach in a dynamic wealth-management environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or must obtain within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how and where they want.

Skills

Client relationships

Business development

Goals-based planning

Financial markets knowledge

Digital channels and tools

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/ LTC insurance license

Job description

JPMorgan Chase & Co. in Rochester, MN seeks a Private Client Advisor to deliver comprehensive financial planning and advised solutions for individuals and families. You will build lasting client relationships and rely on leadership and digital tools to meet clients’ evolving needs.

The role emphasizes fiduciary integrity, collaboration with partners, and a tailored, goals-based planning approach in a dynamic wealth-management environment.