Private Client Advisor: Wealth Planning & Client Growth

JPMorgan Chase & Co.; Canton Charter Township (MI); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

Your expertise supports a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (63/65) or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license or within 60 days.
• CFP certification is preferred.
• Bachelor's degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisory services.
• Demonstrate understanding of financial markets and sound judgement.
• Uphold high integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to enhance client experience and convenience.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree preferred

Certified Financial Planner CFP

Series 7 license

Series 66 license (63/65)

Life/Health/LTC insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

Your expertise supports a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.