JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Saint Paul, MN (including surrounding areas)
$48K
Saint Paul, MN +1 · Full-time · Posted Jul 8, 2026
- Location
- Saint Paul, MN
Roseville, MN - 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 Chase Wealth Management.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and goals-based advice, including education on digital tools and investment channels.
- Support teammates and bank goals while fostering diversity and maintaining strong client relationships.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, client relationship management, and working with key partners.
- Valid and active Series 7 license.
- Valid and 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.
Pay
USD $47,520.00-$47,520.00 base salary; USD $47,520.00-$47,520.00 base salary
Model-written summary · the original posting is authoritative