J.P. Morgan Wealth Management – Private Client Advisor - Minneapolis, MN
On-site · Minneapolis, Minnesota, United States
Minneapolis, Minnesota, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions with a focus on relationship management and education of clients on technology and channels to monitor and manage investments. The role requires deep understanding of financial markets, integrity, and the ability to provide holistic financial coaching beyond investments, collaborating with partners and leveraging digital tools to enable clients to bank how they want.
Required Qualifications
- 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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