Private Client Advisor: Wealth Strategy & Growth

JPMorgan Chase; Canton Charter Township (MI); On-site; USD 110,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in the Dearborn Heights, MI area to deliver comprehensive financial planning and advisory services. You will grow a book of clients, provide tailored investment solutions, and coordinate with Chase partners to deepen client relationships.

The role requires 2+ years in financial advising, active Series 7 and 66 licenses, and a life/health/long-term care license or timeline to obtain. CFP is preferred and a bachelor’s degree is favored.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships; strong partner integration.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide holistic financial planning and investment guidance across a wide client base.
• Demonstrate deep understanding of financial markets and sound business judgment.

Skills

Client relationship management

Financial advisory

Series 7

Series 66

Life/Health/ LTC license

Goals-based planning

Financial markets knowledge

New client acquisition

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in the Dearborn Heights, MI area to deliver comprehensive financial planning and advisory services. You will grow a book of clients, provide tailored investment solutions, and coordinate with Chase partners to deepen client relationships.

The role requires 2+ years in financial advising, active Series 7 and 66 licenses, and a life/health/long-term care license or timeline to obtain. CFP is preferred and a bachelor’s degree is favored.