Private Wealth Advisor

Aumni; Bloomfield Hills (MI); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment advice to individuals and families.

You will build a book of business, rely on leadership and relationships, and provide holistic guidance beyond investments, embracing digital tools to meet clients where they are. This client-centric role emphasizes integrity, market understanding, and a commitment to helping clients monitor and manage their

Qualifications

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

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity and act in clients' best interests.
• 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 digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory experience

Digital channel education

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment advice to individuals and families.

You will build a book of business, rely on leadership and relationships, and provide holistic guidance beyond investments, embracing digital tools to meet clients where they are. This client-centric role emphasizes integrity, market understanding, and a commitment to helping clients monitor and manage their