Private Client Advisor, Wealth Management

Testing Site - JPMC; Hartland Township (MI); On-site; USD 75,000 - 130,000; Full time

Job summary

JPMorgan Chase in Hartland Township, MI is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build a book of business through relationship-building and collaboration with Chase partners.

The role requires active Series 7 and Series 66 licenses (or eligibility within 60 days) and Life/Health/LTC licenses; CFP is preferred.

Qualifications

• 2+ years in a financial advisor role or equivalent experience.
• Proven success in client acquisition and cultivating/maintaining client relationships.
• Must hold Series 7 and Series 66 licenses (or obtain within 60 days of starting).
• Life, Health and Long-Term Care Insurance licenses required 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 with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Relationship-building

Client acquisition

Financial planning

Education

Bachelor's degree

Series 7

Series 66

Life/Health/LTC license

CFP

Job description

JPMorgan Chase in Hartland Township, MI is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build a book of business through relationship-building and collaboration with Chase partners.

The role requires active Series 7 and Series 66 licenses (or eligibility within 60 days) and Life/Health/LTC licenses; CFP is preferred.