Wealth Advisor: Personal Investment Planning

JPMorgan Chase & Co.; Minneapolis (MN); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Minneapolis seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will expand your book of business, collaborate with partners, and educate clients on digital tools to monitor and manage their wealth, while upholding the firm's integrity and commitment to client service.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and collaborating with partners.
• Strong commitment to goals-based planning and client advice.
• Licenses required: Series 7, Series 66 (63/65) and Life, Health and LTC licenses or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship-driven approach.
• Provide comprehensive financial planning and investment guidance for individuals and families.
• Understand markets, demonstrate sound business judgment, and maintain client trust.
• Educate clients on technology and digital channels to monitor their investments.
• Work with Chase partner referrals to deepen client relationships and meet financial goals.
• Maintain integrity and client-focused service in all interactions.
• Support teammates and foster an inclusive culture within the bank.

Skills

Client relationship management

Goals-based financial planning

Financial services experience

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Education

CFP certification preferred

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Minneapolis seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will expand your book of business, collaborate with partners, and educate clients on digital tools to monitor and manage their wealth, while upholding the firm's integrity and commitment to client service.