Wealth Advisor: Private Client, Holistic Planning

JPMorgan Chase & Co.; Woodbury (MN); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver holistic financial planning and tailored investment guidance for individuals and families.

You will leverage leadership and relationship-building skills to grow a trusted client base while collaborating with partners across the bank. You will promote retirement and investment strategies through a thoughtful, goals-based approach and educate clients on digital tools for monitoring and managing their

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management with key partners.
• Demonstrated commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66 required or must be obtained within 60 days of start.
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice tailored to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain a holistic view of clients’ needs and provide financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity and ethics

Education

Bachelor’s degree

CFP certification

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver holistic financial planning and tailored investment guidance for individuals and families.

You will leverage leadership and relationship-building skills to grow a trusted client base while collaborating with partners across the bank. You will promote retirement and investment strategies through a thoughtful, goals-based approach and educate clients on digital tools for monitoring and managing their