Private Client Wealth Advisor: Holistic Planning

JPMorgan Chase & Co.; Novi (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personal investment advice to individuals and families. You will build strong client relationships, expand your book of business, and leverage digital channels to enhance the client experience.

The role emphasizes goals-based planning, market insight, and a high standard of integrity while collaborating with bank partners to meet clients' financial needs.

Qualifications

• Demonstrated success in acquiring and maintaining clients and partnering with key stakeholders.
• Commitment to goals-based financial planning and advice.
• Active Series 7 and Series 66 licenses or ability to obtain within 60 days of starting.
• Active Life, Health and Long-Term Care insurance licenses or ability to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Demonstrate strong expertise in financial markets and sound judgment.
• Maintain integrity and act in the best interest of clients.
• Educate clients on available technology and channels for monitoring investments.
• Offer a holistic view of clients' needs beyond investments.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

CFP certification

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personal investment advice to individuals and families. You will build strong client relationships, expand your book of business, and leverage digital channels to enhance the client experience.

The role emphasizes goals-based planning, market insight, and a high standard of integrity while collaborating with bank partners to meet clients' financial needs.