J.P. Morgan Wealth Management – Private Client Advisor - Woodbury, MN
Qualifications
Experience Level: Mid Level
- 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
Full Job Description
Join J.P. Morgan Wealth Management as a Private Client Advisor in Woodbury, MN. This role focuses on providing comprehensive financial planning and investment solutions to individuals and families. You will build strong relationships, deliver exceptional service, and guide clients toward achieving their financial goals. We encourage collaboration and a commitment to diversity, championing teammates and the bank's objectives. You'll develop your own book of business by applying strong leadership and relationship-building skills, with a focus on holistic client relationship management. Success in this role requires a deep understanding of financial markets, sound business judgment, and unwavering integrity. You will educate clients on available technology and channels to empower them in managing their investments and provide financial coaching beyond just investment advice. Embracing digital innovation is key to helping clients become more digitally confident and manage their banking needs flexibly.
Company
J.P. Morgan Wealth Management
Founded in 1799 in New York City, J.P. Morgan Chase stands as one of the world's most established, expansive, and recognized financial institutions. We continue the pioneering tradition of our heritag...