Private Client Advisor: Holistic Wealth & Digital Planning

Testing Site - JPMC; Brighton (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build a client book, deliver personalized investment solutions, and leverage digital tools to enhance the client experience.

The role requires licenses (Series 7, Series 66), and Life/Health/LTC insurance credentials, with a focus on relationship management and fiduciary guidance.

Qualifications

• Demonstrated ability and commitment to goals-based planning and advice
• At least 2 years in a Financial Advisor role or equivalent
• Strong client acquisition and relationship-building skills
• Active Series 7 license
• Active Series 66 license or obtain within 60 days
• Active Life/Health/ LTC insurance license or obtain within 60 days

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients with relationship management focus
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that aligns with doing right by clients
• Educate clients on technology and channels to monitor, maintain, and handle investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Leverage digital tools to help clients be digitally confident and bank how they want

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build a client book, deliver personalized investment solutions, and leverage digital tools to enhance the client experience.

The role requires licenses (Series 7, Series 66), and Life/Health/LTC insurance credentials, with a focus on relationship management and fiduciary guidance.