Wealth Advisor for Private Clients & Planning

JPMorgan Chase & Co.; Benton Harbor (MI); On-site; USD 70,000 - 90,000; Full time

Job summary

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

You will support a wide range of clients, from new savers to high net worth, delivering advised solutions and referrals to deepen client relationships. The role emphasizes relationship management, integrity, and educating clients on digital tools to monitor and manage investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred.
• Bachelor’s degree preferred.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning and advice

Financial markets understanding

Integrity

Education

Bachelor’s degree (preferred)

Job description

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

You will support a wide range of clients, from new savers to high net worth, delivering advised solutions and referrals to deepen client relationships. The role emphasizes relationship management, integrity, and educating clients on digital tools to monitor and manage investments.