J.P. Morgan Wealth Management – Private Client Advisor - Blaine, MN
On-site · Blaine, Minnesota, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and investment advice to individuals and families, building a book of business and delivering personalized investment solutions. The role emphasizes relationship management, understanding financial markets, leveraging digital tools to improve client experience, and collaborating with partners to offer advised solutions and referrals. Requires active securities licenses (Series 7 and Series 66) and an insurance license, with at least 2 years in a financial advisory role; CFP preferred and a bachelor’s degree preferred. Based in Blaine, MN, the position focuses on educating clients on technology channels, conducting goals-based planning, and delivering ongoing client coaching and service.
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 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 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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