JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Saint Louis, MO (West County Area)
Saint Louis, MO +5 · Full-time · Posted Oct 1, 2026
- Location
- Saint Louis, MO
Creve Coeur, MO
Ellisville, MO
Chesterfield, MO
Town and Country, MO
Des Peres, MO - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning, investment advice, and financial coaching to individuals and families while building client relationships and a book of business.
What you'll do
- Build and maintain a book of business by acquiring clients and delivering personalized investment solutions focused on relationship management.
- Provide goals-based financial planning, advice, and coaching beyond investments.
- Educate clients about digital tools and channels for managing and monitoring 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