J.P. Morgan Wealth Management – Private Client Advisor - St. Cloud, MN
On-site · Saint Cloud, Minnesota, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business by delivering comprehensive financial planning and investment solutions to individuals and families. The role emphasizes relationship management, client coaching beyond investments, guidance on technology and channels to monitor and manage investments, collaboration with partners, and applying knowledge of financial markets with integrity to provide an exceptional investor experience. The position requires applying goals-based planning, using digital tools to enhance client interactions, and partnering with Chase referrals to deepen client relationships.
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
- Preferred: Certified Financial Planning (CFP®) certification
- Bachelor’s degree preferred
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