Holistic Private Client Advisor

Next Frontier Capital; Michigan; On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients across a range of needs, from new savers to high-net-worth families, delivering advised solutions and referrals to deepen relationships. You will build a book of business, provide investment guidance, and leverage digital tools to enhance the client experience while upholding the firm 0s standards of integrity and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
• Ability to build and maintain client relationships.
• Strong knowledge of financial markets and investment products.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on technology and channels available to them to monitor investments
• Provide a holistic view of clients7 needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Financial planning

Market knowledge

Integrity/ethics

Education

Bachelor9s degree preferred

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients across a range of needs, from new savers to high-net-worth families, delivering advised solutions and referrals to deepen relationships. You will build a book of business, provide investment guidance, and leverage digital tools to enhance the client experience while upholding the firm 0s standards of integrity and