JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Sioux Falls, SD
Sioux Falls, SD · 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 offering personalized solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients on digital tools and channels for managing investments.
- Support teammates and bank goals while fostering diversity and demonstrating integrity and sound business judgment.
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 integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Valid, 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.
Model-written summary · the original posting is authoritative