Private Client Wealth Advisor | Build Lasting Relationships

JPMorgan Chase; Troy (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Wealth Management in Troy, MI is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families.

You will build a durable client book, leverage JPMorgan Chase partnerships, and deliver tailored investment solutions with a client-centric approach. You will need Series 7 and Series 66 licenses (or obtain within 60 days), plus Life/Health/LTC licenses (or obtain within 60 days).

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 must be obtained within 60 days.
• Life, Health, and Long Term Care licenses required or must be obtained within 60 days.
• Experience in client acquisition, relationship building, and goals-based planning.
• CFP certification is preferred; Bachelor’s degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on digital tools and channels to monitor investments.
• Collaborate with JPMorgan Chase partners to deepen client relationships.
• Share market insights and exercise sound judgment to protect client interests.
• Maintain integrity and comply with regulatory requirements.

Skills

Series 7 license

Series 66 license

Life/Health/LTC license

Financial advisory experience

Client acquisition

Relationship management

Education

Bachelor's degree

Job description

J.P. Morgan Wealth Management in Troy, MI is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families.

You will build a durable client book, leverage JPMorgan Chase partnerships, and deliver tailored investment solutions with a client-centric approach. You will need Series 7 and Series 66 licenses (or obtain within 60 days), plus Life/Health/LTC licenses (or obtain within 60 days).