JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Rochester, MN
$48K–$48K
Rochester, MN · Full-time · Posted Oct 1, 2026
- 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 and financial coaching.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management.
- Offer holistic financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while demonstrating sound judgment and integrity in client interactions.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, cultivating and maintaining relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses must be active or obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$47,540.00-$47,520.00 USD base salary
Model-written summary · the original posting is authoritative