JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Billings, Bozeman and Helena, Montana (area)
Billings, MT +2 · Full-time · Posted Aug 12, 2026
- Location
- Billings, MT
Bozeman, MT
Helena, MT - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions through a relationship-management focus.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Offer holistic financial coaching, goals-based advice, and referrals to Chase partners.
- Educate clients about digital tools and channels for monitoring and managing investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative