More jobs:
Wealth Planning & Client Relationship Advisor
Job in
Cook, Minnesota, 55723, USA
Listed on 2026-09-07
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build and maintain client relationships while leveraging digital tools to enhance the investor experience.
Candidates should have at least 2 years in a financial advisory role, required licenses (Series 7, Series 66) or obtain within 60 days, and preferably a CFP certification. A bachelor’s degree is preferred.
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