Private Client Advisor - Wealth Growth & Digital Solutions

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships, offer advised solutions, and leverage partner referrals to deepen client engagement.

The role emphasizes integrity, client service excellence, and a strong understanding of financial markets while utilizing digital tools to enhance the client experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 license required or must be obtained within 60 days of starting.
• Active Life/Health/LTC insurance license required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate strong understanding of financial markets and sound judgement.
• Promote digital tools and channels for client monitoring and management.
• Uphold integrity and fiduciary responsibility in client interactions.
• Collaborate with partners to deepen client relationships.
• Support clients in using available technology and digital platforms.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advice

Financial markets knowledge

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships, offer advised solutions, and leverage partner referrals to deepen client engagement.

The role emphasizes integrity, client service excellence, and a strong understanding of financial markets while utilizing digital tools to enhance the client experience.