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

Location: Richfield, 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 Richfield Branch in Richfield, MN. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them achieve their long-term financial goals. Leveraging J.P. Morgan's global resources and expertise, you will provide tailored solutions in investments, retirement planning, and wealth preservation, all while fostering trust-based relationships in a dynamic retail environment. This position is ideal for a client-focused professional passionate about the financial services industry and committed to the J.P. Morgan Chase values of integrity and excellence. In this role, you will conduct in-depth client consultations to understand their unique needs, risk tolerance, and objectives, then craft personalized strategies using J.P. Morgan's robust suite of products, including equities, fixed income, alternative investments, and banking integration. You will collaborate with branch colleagues and broader Wealth Management teams to ensure seamless service delivery, while actively prospecting for new opportunities within the affluent Richfield community. Compliance and ethical standards are paramount, as you navigate regulatory requirements to safeguard client interests and uphold J.P. Morgan's reputation as a leader in wealth management. Success in this position requires a blend of technical expertise and interpersonal skills to thrive in a fast-paced branch setting. You will monitor economic trends affecting the Minneapolis-St. Paul area, adapt strategies accordingly, and educate clients on innovative tools like J.P. Morgan's digital advisory platforms. By joining our team, you contribute to empowering clients' financial futures while advancing your career within one of the world's most respected financial institutions, with opportunities for growth and recognition based on performance.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families at the Richfield branch
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen banking and investment engagements
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and risk management
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated solutions across banking, lending, and investment services
• Prospect for new clients through community networking, referrals, and branch-based lead generation in Richfield, MN
• Ensure all advisory activities comply with J.P. Morgan Chase policies, FINRA, and SEC regulations
• Monitor client portfolios and market conditions to recommend timely adjustments and enhancements
• Educate clients on J.P. Morgan's suite of wealth management tools, such as digital platforms and advisory services
• Participate in branch events and initiatives to promote financial wellness and J.P. Morgan brand in the local community
• Track and report on client interactions, portfolio performance, and business development metrics

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 investment advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work independently in a branch environment while collaborating with team members
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced degree or certification such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services, including Chase Wealth Management solutions
• Bilingual proficiency in Spanish or other languages spoken in the Richfield, MN community
• Previous success in meeting or exceeding sales targets in a competitive financial services market
• Knowledge of local economic trends and client needs in the Minneapolis-St. Paul metropolitan area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and business development
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Knowledge of tax and estate planning
• Active listening and empathy
• Analytical thinking
• Adaptability to market changes
• Team collaboration

Benefits

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

JP Morgan Chase is an equal opportunity employer.