Wealth Advisor for Private Clients & Personal Planning

JPMorgan Chase & Co.; Grand Rapids (MI); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will leverage leadership and relationship-building to deliver tailored investment solutions and deepen client relationships.

The role emphasizes educating clients on digital tools, offering holistic financial coaching beyond investments, and partnering with Chase referrals to enhance service delivery.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a relationship-focused approach.

Skills

Client relationship management

Financial markets knowledge

Goals-based planning

Integrity

Digital literacy

Education

Bachelor's degree (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/Long-Term Care license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will leverage leadership and relationship-building to deliver tailored investment solutions and deepen client relationships.

The role emphasizes educating clients on digital tools, offering holistic financial coaching beyond investments, and partnering with Chase referrals to enhance service delivery.