Private Client Advisor: Wealth Builder & Relationship Champion

JPMorganChase; Harper Woods (MI); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorganChase is seeking a Private Client Advisor in Harper Woods, Michigan. This role involves financial advising for individuals and families, requiring at least 2 years of experience in a Financial Advisor role. Candidates must have a valid Series 7 and Series 66 license, as well as a Life, Health, and Long Term Care Insurance license. The advisor will build client relationships and deliver tailored investment solutions while maintaining a commitment to diversity and inclusion.

Qualifications

• At least 2 years experience in a Financial Advisor role or equivalent.
• Valid and active Series 7 and Series 66 licenses required.
• Life, Health, and Long Term Care Insurance license required.

Responsibilities

• Build a book of business and offer personalized investment solutions.
• Support teammates’ success while fostering diversity.
• Educate clients on available technology and investment handling.

Skills

Client acquisition

Relationship management

Financial planning

Market knowledge

Education

Bachelor's degree

Certified Financial Planning (CFP)

Job description

JPMorganChase is seeking a Private Client Advisor in Harper Woods, Michigan. This role involves financial advising for individuals and families, requiring at least 2 years of experience in a Financial Advisor role. Candidates must have a valid Series 7 and Series 66 license, as well as a Life, Health, and Long Term Care Insurance license. The advisor will build client relationships and deliver tailored investment solutions while maintaining a commitment to diversity and inclusion.