Private Client Wealth Advisor — Relationship & Planning

Testing Site - JPMC; Dearborn Heights (MI); On-site; USD 80,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advised solutions for individuals and families.

You will build strong client relationships, expand your book of business, and collaborate with partners to deliver personalized investment guidance that meets clients’ evolving needs. You will leverage a deep understanding of markets, maintain high fiduciary standards, and educate clients on digital tools to monitor

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering a diverse culture.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Demonstrate integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be more digitally confident.

Skills

Client relationship management

Goals-based planning

Financial advisory

Series 7 license

Series 66 license

L/H/LTC licenses

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advised solutions for individuals and families.

You will build strong client relationships, expand your book of business, and collaborate with partners to deliver personalized investment guidance that meets clients’ evolving needs. You will leverage a deep understanding of markets, maintain high fiduciary standards, and educate clients on digital tools to monitor