J.P. Morgan Wealth Management – Private Client Advisor - St. Paul, MN
On-site · Saint Paul, Minnesota, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management; build a book of business and deliver personalized investment solutions to clients with a focus on relationship management; educate clients on technology and channels to monitor and manage investments; leverage partner referrals to deepen client relationships; demonstrate integrity and a holistic view of clients’ needs while embracing digital innovations to enable banking anytime, anywhere; requires active Series 7 and Series 66 licenses and Life, Health and Long Term Care licenses, with 2+ years in a Financial Advisor role.
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 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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