Wealth Advisor: Personal Planning & Client Relationships

Testing Site - JPMC; Minnetonka (MN); On-site; USD 80,000 - 110,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management in Minnesota is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build and manage client relationships, provide advised solutions, and collaborate with partners to deepen client relationships. The role emphasizes goals-based planning, integrity, and leveraging digital channels to help clients monitor and manage their investments, with CFP preferred and relevant

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven success in acquiring and maintaining clients and partnering with stakeholders.
• Ability to provide goals-based planning and advice.
• Must hold Series 7 license; Series 66 required or obtain within 60 days.
• Life, Health and LTC licenses required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of markets and sound judgement.
• Maintain client relationships with integrity and high ethics.
• Educate clients on digital tools and channels for monitoring investments.
• Provide holistic view of clients’ financial needs beyond investments.

Skills

Client acquisition

Relationship building

Goals-based planning

Understanding of financial markets

Integrity and ethics

Education

Bachelor’s degree

CFP certification (preferred)

Series 7 license

Series 66 license (63/65)

Life, Health & LTC license

Job description

J.P. Morgan Chase's Chase Wealth Management in Minnesota is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build and manage client relationships, provide advised solutions, and collaborate with partners to deepen client relationships. The role emphasizes goals-based planning, integrity, and leveraging digital channels to help clients monitor and manage their investments, with CFP preferred and relevant