Private Client Advisor - Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Lansing (MI); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the United States, Michigan, Lansing area, seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will build a book of business, rely on leadership and relationships, and deliver advised solutions, with a focus on enhancing the investor experience and using Chase referrals to deepen client relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and work with partners.
• Commitment to goals-based planning and comprehensive financial advice.
• Licenses including Series 7 and Series 66 and Life/Health/LTC insurance must be active or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Engage in holistic financial coaching beyond investments.
• Demonstrate understanding of financial markets and sound judgment.
• Support teammates and a culture of diversity and inclusion.
• Educate clients on technology and digital channels for monitoring investments.
• Represent our brand and provide exceptional client service across channels.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Insurance licenses (Life/Health/LTC)

Financial planning

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in the United States, Michigan, Lansing area, seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will build a book of business, rely on leadership and relationships, and deliver advised solutions, with a focus on enhancing the investor experience and using Chase referrals to deepen client relationships.