Wealth Advisor - Private Clients & Digital Planning

JPMorgan Chase & Co.

Worthington (MN)

On-site

USD 90,000 - 150,000

Full time

6 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

JPMorgan Chase & Co. in Minnesota seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and delivering tailored solutions.

You will collaborate with partners to deliver personalized investment strategies, stay informed on markets, and educate clients on digital tools to monitor and manage their portfolios, while upholding the firm’s standards of integrity and

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and maintaining client relationships.
Commitment to goals-based planning and informed financial advice.
Active Series 7 license required.
Active Series 66 (63/65) license required or obtainable within 60 days of start date.
Active Life, Health and Long Term Care insurance license required or obtainable within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions focusing on relationship management.
Provide comprehensive financial planning and investment guidance to individuals and families.
Demonstrate understanding of financial markets and sound business judgement.
Educate clients on technology and digital channels to monitor and manage investments.
Maintain client trust with integrity and high service standards.
Collaborate with partners to deepen client relationships and referrals.