Private Client Wealth Advisor & Planning

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

Job summary

JPMorgan Chase & Co. is hiring a Private Client Advisor within Chase Wealth Management in the United States. You will deliver comprehensive financial planning and advisory services to individuals and families, building trusted relationships and offering solutions that meet their financial needs.

You will guide clients through markets, maintain a high standard of integrity, and leverage digital tools to enhance the investor experience while providing holistic financial coaching beyond investments.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license required or obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients based on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that supports doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank how they want.

Skills

Client relationship management

Goal-based financial planning

Business development / client growth

Integrity and ethics

Digital channel navigation

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is hiring a Private Client Advisor within Chase Wealth Management in the United States. You will deliver comprehensive financial planning and advisory services to individuals and families, building trusted relationships and offering solutions that meet their financial needs.

You will guide clients through markets, maintain a high standard of integrity, and leverage digital tools to enhance the investor experience while providing holistic financial coaching beyond investments.