Private Client Wealth Advisor – Relationship & Planning

Fairygodboss; Washington Township (MI); On-site; USD 75,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and offering tailored investment solutions.

You will work with clients at various life stages, leveraging digital tools and partner referrals to deepen client engagement and help clients monitor and manage their investments.

Qualifications

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

Responsibilities

• Champion and support teammates' success and the bank's goals, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity in client interactions and decision making.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' financial needs and coaching beyond investments.
• Embrace digital tools to empower clients to bank whenever and wherever they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree

CFP Certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and offering tailored investment solutions.

You will work with clients at various life stages, leveraging digital tools and partner referrals to deepen client engagement and help clients monitor and manage their investments.