Wealth Advisor for Private Clients & Planning

JPMorgan Chase & Co.; Port Huron (MI); On-site; USD 75,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in Port Huron, MI is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance through Chase Wealth Management.

You will help individuals and families grow and protect wealth, offering advised solutions and leveraging Chase partner referrals to deepen client relationships. You will build trust through deep market knowledge, a commitment to integrity, and a client-focused approach that embraces digital tools to monitor and manage

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and work with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

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

Skills

Client acquisition

Relationship management

Financial planning

Industry knowledge

Technology proficiency

Education

Bachelor’s degree

Bachelor’s degree preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Port Huron, MI is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance through Chase Wealth Management.

You will help individuals and families grow and protect wealth, offering advised solutions and leveraging Chase partner referrals to deepen client relationships. You will build trust through deep market knowledge, a commitment to integrity, and a client-focused approach that embraces digital tools to monitor and manage