Wealth Advisor — Client Growth & Planning

JPMorgan Chase & Co.; Troy (MI); On-site; USD 85,000 - 125,000; Full time

Job summary

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

You will build strong client relationships, leverage partner referrals, and deliver tailored advice across a broad range of financial needs. The role emphasizes client education, digital channel adoption, and a holistic approach to wealth management, working within a leading global bank that prioritizes diversity and

Qualifications

• Minimum 2 years as Financial Advisor or similar experience.
• Proven success in acquiring and maintaining clients.
• Ability to provide goals-based financial advice.
• Licenses required or to be obtained: Series 7, Series 66, Life/Health/LTC.

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Rely on leadership and relationship-building skills with clients and partners
• Demonstrate understanding of financial markets and sound judgement
• Uphold integrity and client fiduciary standards
• Educate clients on technology channels to monitor investments
• Provide holistic financial coaching beyond investments
• Embrace digital tools to enhance client experience

Skills

Client relationships

Goals-based planning

Financial planning

Relationship management

Investments knowledge

Education

CFP

Bachelor's degree

Job description

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

You will build strong client relationships, leverage partner referrals, and deliver tailored advice across a broad range of financial needs. The role emphasizes client education, digital channel adoption, and a holistic approach to wealth management, working within a leading global bank that prioritizes diversity and