Private Client Advisor: Holistic Wealth & Digital Solutions

JPMorgan Chase & Co.; Clinton Charter Township (MI); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build client relationships, leverage digital tools, and provide holistic financial coaching to help clients manage wealth securely and conveniently. The role emphasizes fiduciary integrity, deep market knowledge, and partnerships with JPMS and affiliated entities.

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
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients
• 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

Relationship building

Client acquisition

Goals-based planning

Financial markets

Integrity

Tech education

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build client relationships, leverage digital tools, and provide holistic financial coaching to help clients manage wealth securely and conveniently. The role emphasizes fiduciary integrity, deep market knowledge, and partnerships with JPMS and affiliated entities.