Wealth Management Advisor: Private Client & Digital Solutions

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

Job summary

J.P. Morgan Chase’s Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and customized investment advice to individuals and families.

You will build client relationships, offer advised solutions, and leverage Chase partner referrals to deepen client engagement. You will help clients monitor and manage their investments, educate them about digital tools, and deliver a holistic view of financial needs beyond investments, while upholding the firm’s

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated 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 license.
• 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 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.
• Certified Financial Planning (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 with relationship management at the core.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity that guides doing right by clients.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to empower clients to bank when, where, and how they want.

Skills

Relationship Building

Client Acquisition

Financial Planning

Series 7

Series 66

Life/Health/LTC License

Education

Bachelor's degree

Job description

J.P. Morgan Chase’s Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and customized investment advice to individuals and families.

You will build client relationships, offer advised solutions, and leverage Chase partner referrals to deepen client engagement. You will help clients monitor and manage their investments, educate them about digital tools, and deliver a holistic view of financial needs beyond investments, while upholding the firm’s