J.P. Morgan Wealth Management – Private Client Advisor - Apple Valley, MN
On-site · Apple Valley, Minnesota, United States
Job Summary
Private Client Advisor in Chase Wealth Management offers comprehensive financial planning and investment solutions to individuals and families. Responsibilities include building a book of business, delivering personalized investment solutions, leveraging leadership and relationship-building skills, and educating clients on digital channels and tools to monitor and manage their investments. Emphasis on relationship management, integrity, and leveraging digital innovations to enhance client experience. Locations: Apple Valley, MN; role is positioned within a traditional banking/wealth management client-advisor capacity in-person at a branch.
Required 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
- 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
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