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

JPMorgan Chase • Minneapolis, MN

394d

About The Position

As a Community Private Client Advisor at J.P. Morgan Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, focusing on uplifting the community and delivering exceptional client experiences. This role emphasizes relationship management over portfolio management, requiring a deep understanding of financial markets and a commitment to client education and engagement.

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to provide goals-based planning and advice.
• Experience in sharing financial health education with the community.
• 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.
• A valid and active Life, Health and Long Term Care Insurance license, or must be obtained within 60 days of starting.

Nice To Haves

• Certified Financial Planning (CFP®) certification is preferred.
• Bachelor's degree preferred.

Responsibilities

• Engage with the community through events and volunteer leadership groups to uplift local initiatives.
• Support teammates' success and foster a culture of diversity and inclusion.
• Build a book of business by delivering personalized investment solutions and managing client relationships.
• Exhibit integrity and prioritize doing right by clients.
• Educate clients on available technology and channels for managing their investments.
• Provide a holistic view of clients' needs and offer financial coaching beyond investments.
• Embrace digital innovations to enhance client confidence in banking.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree