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

JPMorgan Chase • Lakeville, MN • 2h ago

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

Demonstrate a deep understanding of financial markets and sound business judgement

Exhibit unwavering integrity that points toward doing right by clients at every opportunity

Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

Provide a holistic view of clients' needs and financial coaching beyond investments

Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

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 qualifications, capabilities, and skills

Certified Financial Planning (CFP®) certification is preferred

Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Similar Jobs

Project Manager / Deputy Program Manager Operations (DPMO)

General Dynamics Mission Systems • Bloomington, MN • 21min ago

Management & Administrative

Basic Qualifications Bachelor's degree or equivalent is required plus a minimum of 2 years of relevant experience; or Master's degree plus a minimum of 0 years of relevant experience CLEARANCE REQUIREMENTS: Department of...

21min ago

Go to Apply

Operations Specialist - Private Client Services

MMC • Golden Valley, MN • 30min ago

Management & Administrative

Operations Specialist - Private Client Services Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's bright...

30min ago

Go to Apply

Technology Consultant

RBC • Minneapolis, MN • 1h ago

Management & Administrative

Job Description What is the opportunity? Join the Technology Training team at RBC WM-U.S. Drive overall technology engagement and adoption for the private client group field audience and deliver customized technology-led...

1h ago

Go to Apply

Branch Manager II

Affinity Plus Federal Credit Union • Saint Paul, MN • 6h ago

Management & Administrative

Description At Affinity Plus every employee understands how their work affects our members experience and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees an...

6h ago

Go to Apply

Case Manager

Lutheran Social Service of MN • Minneapolis, MN • 6h ago

Management & Administrative

Description Pay: $21.94/hour Job Summary: As a Housing Case Manager, you will provide case management services and housing intervention to families and individuals experiencing homelessness. In this role you will work wi...

6h ago

Go to Apply

National OEM Sales Manager

INGERSOLL-RAND INDUSTRIAL U.S., INC • Minneapolis, MN • 7h ago

Management & Administrative

National OEM Sales Manager BH Job ID: BH-3406-2 SF Job Req ID: National OEM Sales Manager Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard...

7h ago

Go to Apply

Sr Customer Sales Lead - Target

SNYDER'S-LANCE INC • Minneapolis, MN • 7h ago

Management & Administrative

Since 1869, we've connected people through food they love. We're proud to be stewards of amazing brands that people trust. Our portfolio includes the iconic Campbell's brand, as well as Cape Cod, Chunky, Goldfish, Kettle...

7h ago

Go to Apply

Administrative Services Support - Human Resources Technician 2

State of Minnesota • Saint Paul, MN • 8h ago

Management & Administrative

Working Title: Human Resources Technician 2 Job Class: Human Resources Technician 2 Agency: Health Department Job ID : 92035 Location : St. Paul Telework Eligible : Yes / Hybrid Full/Part Time : Full-Time Regular/Tempora...

8h ago

Go to Apply

Engineering Project Manager I

Mortenson Construction • Minneapolis, MN • 13h ago

Management & Administrative

Engineering Project Manager I SUMMARY Mortenson is currently seeking an Engineering Project Manager I that will manage the overall scope, schedule, and budget of engineering projects as well as manage relationships with...

13h ago

Go to Apply

Customer Service Associate - Nights/Weekends

Raising Cane's • Woodbury, MN • 13h ago

Management & Administrative

Starting hiring pay at: $15.5 As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In t...

13h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.