J.P. Morgan Wealth Management – Private Client Advisor - Woodbury, MN
On-site · Woodbury, Minnesota, United States
Job Summary
Private Client Advisor responsibilities include building a book of business and delivering personalized investment solutions to clients, relying on leadership and relationship-building skills with a focus on relationship management over portfolio management. You will educate clients on technology and digital channels to monitor and manage investments, provide a holistic view of clients’ financial needs, and collaborate with partners to deepen client relationships within Chase Wealth Management. Strong understanding of financial markets, integrity, and client-centric service are essential, along with engagement in digital innovations to enable clients to bank when, where, and how they want. Preferred CFP certification and bachelor’s degree are highlighted as enhancements to the role.
Required Qualifications
- 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 role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- 2+ years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition and relationship management
- Bachelor's degree preferred or equivalent experience
- Ability to provide goals-based planning and advice
- Comfort with regulated financial products and services
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