Private Wealth Advisor

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

Job summary

JPMorgan Chase & Co. in Bloomfield Hills invites an experienced Private Client Advisor to deliver comprehensive financial planning and investment solutions through Chase Wealth Management. You will build a client book, leverage leadership and relationships, and provide top-tier investor experiences.

You will educate clients on digital channels, maintain fiduciary integrity, and partner to deepen client relationships across banking and investment services.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with leadership and relationship-building.
• Collaborate with partners to deepen client relationships and provide comprehensive financial planning.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain a holistic view of clients’ needs and provide financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.

Skills

Client relationship building

Goals-based planning

Financial markets knowledge

Digital banking literacy

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life, Health and LTC license

Job description

JPMorgan Chase & Co. in Bloomfield Hills invites an experienced Private Client Advisor to deliver comprehensive financial planning and investment solutions through Chase Wealth Management. You will build a client book, leverage leadership and relationships, and provide top-tier investor experiences.

You will educate clients on digital channels, maintain fiduciary integrity, and partner to deepen client relationships across banking and investment services.