J.P. Morgan Wealth Management – Private Client Advisor - Lakeville, MN

Private Client Advisor with JPMorgan Chase Wealth Management in Lakeville, MN, delivering comprehensive financial planning and investment advice to individuals and families. Responsibilities include building a book of business, delivering personalized investment solutions, educating clients on technology-enabled channels, maintaining client relationships, and collaborating with partners to provide holistic financial coaching and advisory services. Requires Series 7 and Series 66 licenses (or be obtained within 60 days), Life/Health/Long-Term Care licenses (or obtained within 60 days); CFP preferred and Bachelor's degree preferred. Emphasizes advice-based planning, client acquisition, relationship management, and use of digital tools to enhance client experience.