Wealth Advisor: Build Relationships & Financial Planning

JPMorgan Chase & Co.; Washington Township (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will leverage a broad product platform, strong client relationships, and digital tools to meet client needs. You will build a book of business, collaborate with partners, and uphold high standards of integrity and service while helping clients monitor and adjust their investments.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships.
• Ability to provide goals-based planning and advice.
• Active Series 7 license and Series 66 or must obtain within 60 days.
• Life, Health and Long Term Care insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Uphold integrity and client-first service in all interactions.
• Educate clients on technology and channels to monitor investments.
• Collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial knowledge

Regulatory compliance

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will leverage a broad product platform, strong client relationships, and digital tools to meet client needs. You will build a book of business, collaborate with partners, and uphold high standards of integrity and service while helping clients monitor and adjust their investments.