Wealth Advisor, Private Client & Financial Planning

Aumni; Rochester (MN); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

J.P. Morgan Chase in Minnesota is seeking a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering personalized investment solutions. You will engage clients across stages of wealth, supporting goals-based planning, and leveraging digital tools to enhance the investor experience while upholding the firm's standards of integrity and fiduciary

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• CFP certification is preferred.
• A valid and active Series 7 license is required.

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

Relationship-building

Client acquisition

Goals-based planning

Financial markets knowledge

Integrity

Digital channels education

Education

Bachelor’s degree

CFP certification

Tools

Series 7

Series 66 (63/65)

Life/Health Insurance license

Job description

J.P. Morgan Chase in Minnesota is seeking a Private Client Advisor within Chase Wealth Management.

You will provide comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering personalized investment solutions. You will engage clients across stages of wealth, supporting goals-based planning, and leveraging digital tools to enhance the investor experience while upholding the firm's standards of integrity and fiduciary