Wealth Advisor: Private Client & Financial Planning

Aumni; Minneapolis (MN); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

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

You will build client relationships, deliver tailored investment solutions, and leverage digital tools to enhance the investor experience while maintaining the firm’s commitment to service excellence. The role requires solid client acquisition skills, a minimum 2 years in a Financial Advisor capacity, and active

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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsabilités

• Build a book of business and deliver personalized investment solutions to the firm's clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Provide holistic financial coaching beyond investments and educate clients on technology and channels to monitor their investments.
• Embrace digital innovations to help clients become more digitally confident and bank where and how they want.

Connaissances

Financial Advisor

Series 7

Series 66

Life/Health License

CFP preferred

Formation

Bachelor's degree (preferred)

Description du poste

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

You will build client relationships, deliver tailored investment solutions, and leverage digital tools to enhance the investor experience while maintaining the firm’s commitment to service excellence. The role requires solid client acquisition skills, a minimum 2 years in a Financial Advisor capacity, and active