Wealth Advisor: Personalized Planning & Digital Solutions

JPMorgan Chase & Co.; BLOOMINGTON (MN); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Bloomington, MN seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building long-term relationships and delivering an exceptional investor experience.

You will work with clients at various stages of wealth, leverage digital channels, and collaborate with partners to offer tailored investment solutions while upholding the firm’s standards and integrity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

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
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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

Education

CFP certification (preferred)

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. in Bloomington, MN seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building long-term relationships and delivering an exceptional investor experience.

You will work with clients at various stages of wealth, leverage digital channels, and collaborate with partners to offer tailored investment solutions while upholding the firm’s standards and integrity.