Wealth Advisor: Holistic Planning for Families

JPMorgan Chase & Co.; Saint Paul (MN); On-site; USD 80,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Saint Paul seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, provide tailored investment solutions, and leverage a broad platform to meet clients’ financial needs. The role emphasizes integrity, client service, and digital tools to help clients monitor and manage their investments across channels.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Explain financial markets and provide guidance with integrity and client-centric focus.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with partners to deepen client relationships.

Skills

Financial Advisor

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in Saint Paul seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, provide tailored investment solutions, and leverage a broad platform to meet clients’ financial needs. The role emphasizes integrity, client service, and digital tools to help clients monitor and manage their investments across channels.