Private Client Advisor — Wealth & Relationship Builder

Testing Site - JPMC; Farmington Hills (MI); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will partner with clients to deepen relationships, provide advised solutions, and coordinate with Chase partners to meet financial goals.

The role emphasizes relationship management, a strong compliance mindset, and the use of digital channels to enhance client service. A robust licensing profile is required.

Qualifications

• 2+ years as a Financial Advisor or in financial services
• Track record in acquiring clients and building relationships
• Proven ability to provide goals-based planning and advice

Responsibilities

• Build and manage a book of business with personalized investment solutions
• Provide comprehensive financial planning and investment guidance
• Demonstrate understanding of financial markets and sound judgement
• Uphold integrity and act in clients' best interests
• Educate clients on technology and channels for monitoring investments
• Offer holistic financial coaching beyond investments
• Leverage digital tools to enhance client engagement and accessibility

Skills

Relationship-building

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will partner with clients to deepen relationships, provide advised solutions, and coordinate with Chase partners to meet financial goals.

The role emphasizes relationship management, a strong compliance mindset, and the use of digital channels to enhance client service. A robust licensing profile is required.