Private Client Advisor — Wealth Planning & Digital Solutions

JPMorgan Chase; Novi (MI); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

J.P. Morgan Wealth Management is seeking a Private Client Advisor to service individuals and families in the Novi, MI area. You will offer comprehensive financial planning, investment advice, and access to a broad product platform to meet clients’ needs.

The role emphasizes building client relationships, understanding financial markets, and leveraging Chase referrals while providing an exceptional investor experience. A strong service mindset and fiduciary tone are essential.

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 required; Series 66 (63/65) required or obtained within 60 days.
• Active Life, Health and Long Term Care Insurance licenses or obtained within 60 days.

Responsabilidades

• Build a book of business and deliver personalized investment solutions through leadership and relationship building.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Maintain unwavering integrity and act in the client’s best interests.
• Educate clients on digital tools to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to empower clients to bank how and where they want.

Conocimientos

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC insurance license

Educación

Bachelor’s degree preferred

CFP certification preferred

Descripción del empleo

J.P. Morgan Wealth Management is seeking a Private Client Advisor to service individuals and families in the Novi, MI area. You will offer comprehensive financial planning, investment advice, and access to a broad product platform to meet clients’ needs.

The role emphasizes building client relationships, understanding financial markets, and leveraging Chase referrals while providing an exceptional investor experience. A strong service mindset and fiduciary tone are essential.