JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Greater Minnesota (area)
$48K
Savage, MN +5 · Full-time · Posted Sep 18, 2026
- Location
- Savage, MN
Minneapolis, MN
Columbia Heights, MN
Saint Anthony, MN
Apple Valley, MN
Shakopee, MN - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, builds client relationships, and offers advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions with a focus on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients about digital tools and channels for managing investments.
- Support teammates and bank goals while delivering client-focused service and maintaining integrity.
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 those licenses within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$47,520.00-$47,520.00 USD base salary (Savage, MN); $47,520.00-$47,520.00 USD base salary (Shakopee, MN); $47,520.00-$47,520.00 USD base salary (Minneapolis, MN); $47,520.00-$47,520.00 USD base salary (Columbia Heights, MN); $47,520.00-$47,520.00 USD base salary (Saint Anthony, MN); $47,520.00-$47,520.00 USD base salary (Apply Valley, MN)
Model-written summary · the original posting is authoritative