Private Client Advisor: Wealth Planning & Digital Focus

JPMorgan Chase & Co.; Clinton Charter Township (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Michigan to deliver comprehensive financial planning and advice to individuals and families.

The role focuses on building relationships and offering investment solutions with a high standard of client service. Success requires a strong track record in client acquisition, a commitment to goals-based planning, and active securities and insurance licenses.

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.
• Active Series 66 license or obtain within 60 days.
• Active Life, Health and Long Term Care insurance license or obtain 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 deep understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor investments.
• Embrace digital innovations to enhance client experience.

Skills

Series 7

Series 66

Life/Health/Long Term Care license

Education

Bachelor’s degree (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Michigan to deliver comprehensive financial planning and advice to individuals and families.

The role focuses on building relationships and offering investment solutions with a high standard of client service. Success requires a strong track record in client acquisition, a commitment to goals-based planning, and active securities and insurance licenses.