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Wealth Advisor — Private Clients; Holistic Planning & Digital

Job in Apple Valley, Dakota County, Minnesota, USA
Listing for: Testing Site - JPMC
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 90000 - 150000 USD Yearly USD 90000.00 150000.00 YEAR

Job Description & How to Apply Below

Position: Wealth Advisor — Private Clients (Holistic Planning & Digital)

J.P. Morgan Chase in Minnesota is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will grow a book of business, collaborate with partners, and navigate markets with integrity, using digital tools to enhance client experiences. Applicants should have at least 2 years as a financial advisor, series 7 and 66, life/health/LTC licenses, with CFP preferred and a bachelor’s

We have an opening for a Wealth Advisor — Private Clients (Holistic Planning & Digital) in Apple Valley, MN, United States within Finance, Sales.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Advisor — Private Clients (Holistic Planning & Digital) role in the description above.

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