Private Client Advisor — Wealth Planning & Relationships

JPMorgan Chase & Co.; Fort Gratiot Charter Township (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

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

You will build a book of business, deliver personalized investment solutions, and strengthen client relationships through leadership and collaboration with bank partners. The role requires a strong understanding of financial markets, integrity, and a passion for educating clients on digital tools to monitor and manage investments.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent financial services experience.
• Proven ability to acquire and cultivate clients and work with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management rather than portfolio management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and apply sound business judgment.
• Offer investment solutions and Chase partner referrals to deepen client relationships.
• Educate clients on technology and channels to monitor their investments and enable digital access.
• Provide holistic financial coaching beyond investments.

Skills

Financial Advisor

Client relationships

Goals-based planning

Relationship management

Financial markets knowledge

Education

Bachelor's degree

CFP certification

Job description

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

You will build a book of business, deliver personalized investment solutions, and strengthen client relationships through leadership and collaboration with bank partners. The role requires a strong understanding of financial markets, integrity, and a passion for educating clients on digital tools to monitor and manage investments.