J.P. Morgan Wealth Management - Private Client Advisor - Bloomington Branch -Bloomington, MN

Location: Bloomington, MN, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Bloomington Branch in Bloomington, MN. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our team, you will leverage J.P. Morgan's global resources, cutting-edge research, and diverse investment offerings to help clients achieve their financial aspirations, from retirement planning to legacy building. This position is ideal for a client-focused professional passionate about the financial services industry and committed to fostering lasting relationships in a dynamic retail environment. Your primary focus will be on providing holistic financial advice, including investment strategies, tax optimization, and estate planning, while ensuring all recommendations align with J.P. Morgan's high standards of integrity and compliance. You will collaborate closely with branch colleagues to identify opportunities for deeper client engagement and cross-sell wealth management products. By staying abreast of market trends and J.P. Morgan's proprietary insights, you will empower clients to navigate economic complexities with confidence. Success in this role requires a blend of technical expertise and interpersonal skills to build trust and drive client satisfaction in the competitive Bloomington market. J.P. Morgan Wealth Management offers unparalleled support for your professional growth, including access to industry-leading training, mentorship from seasoned advisors, and performance incentives that reward results. Join a firm renowned for its innovation in financial services and commitment to client success. If you are a licensed advisor with a passion for helping others secure their financial future, apply today to contribute to our Bloomington team's mission of delivering exceptional value.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families at the Bloomington branch
• Develop and maintain long-term relationships with clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax-efficient investing
• Recommend and implement suitable investment products from J.P. Morgan's portfolio, such as mutual funds, ETFs, and alternative investments
• Collaborate with branch bankers and specialists to deliver holistic wealth management solutions
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Prospect for new clients through community engagement, referrals, and branch networking in Bloomington, MN
• Monitor client portfolios and provide ongoing performance updates and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's research insights
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch setting while collaborating with team members
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Bloomington, MN
• Previous success in meeting sales targets for investment products and advisory services
• Knowledge of local market dynamics in the Minneapolis-St. Paul area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Sales and negotiation techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Market research and economic analysis
• CRM system expertise (e.g., Salesforce)
• Ethical decision-making
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Bloomington, MN area

JP Morgan Chase is an equal opportunity employer.