Wealth Planning & Client Relationship Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
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.
We are looking to fill the Wealth Planning & Client Relationship Advisor position at JPMorgan Chase & Co. in West Cook, MN, United States.
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 Planning & Client Relationship Advisor role in the description above.
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