Private Client Advisor: Wealth Planning & Digital Tools

JPMorgan Chase & Co.; Novi (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 to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will build and manage client relationships, apply goals-based planning, and leverage digital tools to deliver exceptional investor experiences. The role emphasizes integrity, deep market understanding, and collaboration with partners to deliver personalized investment solutions while guiding clients through

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Active Series 7 license and Series 66 (63/65) required or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.
• Bachelor’s degree preferred; CFP certification preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Promote integrity and fiduciary responsibility in client interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital tools to enable clients to bank when and how they want.

Skills

Relationship building

Financial planning

Client acquisition

Regulatory compliance

Investment knowledge

Education

Bachelor’s degree

CFP certification

Job description

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

You will build and manage client relationships, apply goals-based planning, and leverage digital tools to deliver exceptional investor experiences. The role emphasizes integrity, deep market understanding, and collaboration with partners to deliver personalized investment solutions while guiding clients through