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Financial Consultant

Private Client Advisor - Wealth Planning & Digital Solutions

Job in Stillwater, Washington County, Minnesota, 55083, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below
A leading financial institution in Minnesota is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate has at least 2 years in a Financial Advisor role and is skilled in client acquisition and relationship management. This role requires licenses in Series 7 and 66, and a commitment to delivering exceptional client experiences through personalized investment solutions.

The position offers opportunities to foster client education and embrace digital innovations.
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