Private Client Advisor — Wealth Growth & Digital Solutions

JPMorgan Chase & Co.; Bloomfield Hills (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. invites applications for a Private Client Advisor in Chase Wealth Management.

You will offer comprehensive financial planning and advice to individuals and families, supporting a wide range of clients from savers to high net worth. You will deliver personalized investment solutions, rely on leadership and relationship-building skills, and collaborate with partners to deepen client relationships.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and relationship management
• Demonstrated ability and commitment to goals-based planning and advice
• Valid and active Series 7 license
• Valid and active Series 66 (63/65) license or must be obtained within 60 days
• Valid and active Life, Health and Long Term Care Insurance licenses or must be obtained 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 focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that aligns with client interests
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial advisory

Market knowledge

Education

CFP Certification

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC Insurance licenses

Job description

JPMorgan Chase & Co. invites applications for a Private Client Advisor in Chase Wealth Management.

You will offer comprehensive financial planning and advice to individuals and families, supporting a wide range of clients from savers to high net worth. You will deliver personalized investment solutions, rely on leadership and relationship-building skills, and collaborate with partners to deepen client relationships.