Community Private Client Advisor: Grow Wealth & Impact

JPMorgan Chase & Co.; Detroit (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Detroit seeks a Community Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will help uplift the local community while building strong client relationships and collaborating with Chase partners.

The role emphasizes goals-based planning, holistic financial coaching, and leveraging digital tools to empower clients in managing their investments.

Qualifications

• Minimum 2 years in a financial advisor role or equivalent.
• Proven success in acquiring and maintaining clients.
• Experience with goals-based planning and holistic financial coaching.

Responsibilities

• Develop and manage a book of business delivering personalized investment solutions.
• Educate clients on technology and digital channels for account monitoring.
• Collaborate with partners to deepen client relationships.
• Engage with community events and local leadership initiatives.

Skills

Client relationship management

Business development

Financial planning

Holistic financial coaching

Digital channel literacy

Education

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. in Detroit seeks a Community Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will help uplift the local community while building strong client relationships and collaborating with Chase partners.

The role emphasizes goals-based planning, holistic financial coaching, and leveraging digital tools to empower clients in managing their investments.