More jobs:
Private Client Advisor, Wealth Management & Planning
Job in
Lakeville, Dakota County, Minnesota, 55044, USA
Listed on 2026-08-02
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering personalized investment solutions.
The role emphasizes client education, digital tools, and a holistic approach to financial coaching. The position requires an active Series 7 and Series 66 (63/65) license (or obtained within 60 days), plus Life, Health
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