Private Client Advisor: Wealth Planning & Relationships

Testing Site - JPMC; Rochester Hills (MI); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. invites you to join Chase Wealth Management as a Private Client Advisor, delivering comprehensive financial planning and tailored investment solutions to individuals and families.

You will build a strong book of business by relying on relationship-building, fiduciary guidance, and digital tools to help clients monitor, adjust, and optimize their investments while delivering an exceptional investor experience.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Foster integrity and a client-first approach in all activities.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank and invest digitally.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. invites you to join Chase Wealth Management as a Private Client Advisor, delivering comprehensive financial planning and tailored investment solutions to individuals and families.

You will build a strong book of business by relying on relationship-building, fiduciary guidance, and digital tools to help clients monitor, adjust, and optimize their investments while delivering an exceptional investor experience.