Wealth Advisor — Private Clients (Holistic Planning & Digital)

Testing Site - JPMC; Apple Valley (MN); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will grow a book of business, collaborate with partners, and navigate markets with integrity, using digital tools to enhance client experiences. Applicants should have at least 2 years as a financial advisor, series 7 and 66, life/health/LTC licenses, with CFP preferred and a bachelor’s

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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.
• CFP certification is preferred
• Bachelor’s degree preferred

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

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Regulatory licensing

Education

Bachelor’s degree

CFP certification preferred

Job description

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

You will grow a book of business, collaborate with partners, and navigate markets with integrity, using digital tools to enhance client experiences. Applicants should have at least 2 years as a financial advisor, series 7 and 66, life/health/LTC licenses, with CFP preferred and a bachelor’s