Wealth Advisor – Private Client Planning

JPMorganChase; Richfield (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management in Minnesota. You will provide comprehensive financial planning and investment guidance to individuals and families, leveraging a broad product platform and digital tools to enhance the client experience.

You will build and manage client relationships, demonstrate market knowledge, and uphold the highest ethical standards while working within a diverse, inclusive team.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and manage clients and partner referrals.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or obtained within 60 days.
• Active Life, Health and Long Term Care insurance license or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with emphasis on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold integrity and ethical standards in all client interactions.
• Educate clients on available technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enhance client engagement and accessibility.

Skills

Financial advisory experience

Client acquisition

Relationship management

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management in Minnesota. You will provide comprehensive financial planning and investment guidance to individuals and families, leveraging a broad product platform and digital tools to enhance the client experience.

You will build and manage client relationships, demonstrate market knowledge, and uphold the highest ethical standards while working within a diverse, inclusive team.