Wealth Advisor: Private Client & Digital Solutions

Aumni; Rochester (MN); Presencial; USD 90 000 - 120 000; Tempo integral

Resumo da oferta

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will build a book of business, rely on leadership and relationship-building, and guide clients through the investment process with a focus on service and trust. You will work to deepen client relationships using digital tools, while maintaining high ethical standards and regulatory compliance.

Qualificações

• 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.
• Series 7 and Series 66 licenses required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting.
• Bachelor's degree preferred; CFP certification preferred.

Responsabilidades

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Uphold integrity and fiduciary standards in all client interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.

Conhecimentos

Client relationship management

Business development

Financial planning

Regulatory compliance

Formação académica

Bachelor's degree

CFP certification

Ferramentas

Series 7

Series 66 (63/65)

Life/Health/LTC license

Descrição da oferta de emprego

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will build a book of business, rely on leadership and relationship-building, and guide clients through the investment process with a focus on service and trust. You will work to deepen client relationships using digital tools, while maintaining high ethical standards and regulatory compliance.