Private Client Advisor: Holistic Wealth & Digital Planning

Fairygodboss; Novi (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base salary

Commission

Incentive compensation

Health insurance

Retirement plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build relationships, offer advised solutions, and leverage referrals to deepen client engagement and grow your book of business.

The role emphasizes service excellence, understanding markets, integrity, and using digital tools to enhance client experience across channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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 the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' 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 markets knowledge

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

Tools

CFP certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build relationships, offer advised solutions, and leverage referrals to deepen client engagement and grow your book of business.

The role emphasizes service excellence, understanding markets, integrity, and using digital tools to enhance client experience across channels.