Private Client Advisor — Wealth Planning & Digital Investing

Testing Site - JPMC; Troy (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

The role centers on building trusted relationships and delivering tailored investment solutions alongside Chase referrals. You will guide clients through financial markets with integrity, educate on digital channels, and collaborate with partners to deepen client outcomes.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire clients and maintain relationships with partners.
• Commitment to goals-based planning and advised solutions.
• Valid and active Series 7 license.
• Valid and active Series 66 license or must be obtained within 60 days of starting.
• Valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Champion teammates’ success and foster a diverse culture.
• Build a book of business and deliver personalized investment solutions with a relationship focus.
• Demonstrate deep understanding of financial markets and sound judgement.
• Maintain integrity and client-first mindset in all interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Encourage digital adoption to enable clients to bank anytime, anywhere.

Skills

Client acquisition

Relationship management

Goals-based planning

Licensed Series 7

Licensed Series 66

Life/Health/LTC license

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 advisory services to individuals and families.

The role centers on building trusted relationships and delivering tailored investment solutions alongside Chase referrals. You will guide clients through financial markets with integrity, educate on digital channels, and collaborate with partners to deepen client outcomes.