J.P. Morgan Wealth Management – Private Client Advisor - Elk River/Twin Cities, Minnesota

Location: Elk River, 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 Elk River/Twin Cities, Minnesota branch. 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 and expertise to help clients achieve their financial goals, from retirement planning and investment growth to estate preservation and legacy building. This position offers the opportunity to build meaningful, long-term relationships in a dynamic and supportive environment, contributing to J.P. Morgan's mission of empowering clients to pursue their passions with confidence. Your primary focus will be on providing holistic financial advice, including personalized investment strategies, tax-efficient planning, and access to J.P. Morgan's premium banking and lending products. You will collaborate with internal specialists to offer integrated solutions, while actively prospecting for new clients through community engagement and referrals in the Elk River and broader Twin Cities area. Compliance and ethical standards are paramount, ensuring all recommendations align with regulatory requirements and J.P. Morgan's commitment to integrity. Success in this role requires a client-centric approach, combining deep financial acumen with exceptional interpersonal skills to foster trust and loyalty. J.P. Morgan Wealth Management is renowned for its innovative platforms and research-driven insights, providing you with the tools to deliver exceptional value. In addition to competitive compensation, you will benefit from ongoing professional development, including training on J.P. Morgan's proprietary systems and access to industry-leading certifications. This role is ideal for a motivated professional passionate about financial services and eager to make a tangible impact in the lives of clients across Minnesota. Join us to advance your career while helping families secure their financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Elk River and Twin Cities areas
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and risk management
• Collaborate with J.P. Morgan specialists in banking, lending, and investment services to offer holistic wealth management
• Prospect and acquire new clients through community networking, referrals, and branch-based initiatives
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on J.P. Morgan's suite of products, including investment accounts, trusts, and alternative investments
• Participate in local market development activities to enhance J.P. Morgan's presence in Minnesota
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3-5 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-based 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 working in a J.P. Morgan Chase branch or similar high-net-worth advisory role
• Bilingual proficiency, particularly in Spanish or other languages spoken in the Twin Cities community
• Previous success in asset gathering and portfolio management for individual and family clients
• Familiarity with J.P. Morgan's wealth management platforms and tools

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from financial reports
• Team collaboration in a corporate environment
• Adaptability to market changes and client needs

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 Elk River/Twin Cities area

JP Morgan Chase is an equal opportunity employer.