Private Client Advisor, Wealth Management & Digital Tools

Testing Site - JPMC; Canton Charter Township (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice for individuals and families. You will build trusted relationships, offer advised solutions, and collaborate with partners to deepen client engagements.

The role emphasizes relationship management, market knowledge, and a commitment to integrity while guiding clients through digital tools and strategies.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, relationship cultivation and partner integration.
• Ability to provide goals-based planning and advice.
• Active Series 7, Series 66 and Life/Health/LTC licenses or must obtain within 60 days.

Responsibilities

• Champion teammates’ success and foster a diverse culture.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to help clients bank where and how they want.

Skills

Client relationships

Relationship management

Financial markets understanding

Integrity & ethics

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/ LTC license

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice for individuals and families. You will build trusted relationships, offer advised solutions, and collaborate with partners to deepen client engagements.

The role emphasizes relationship management, market knowledge, and a commitment to integrity while guiding clients through digital tools and strategies.