Wealth Advisor: Holistic, Client-Focused Guidance

JPMorgan Chase & Co.; Waterford Charter Township (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management.

You will build a book of business, rely on relationship-building, and provide tailored investment solutions while guiding clients through a broad range of financial needs. The role emphasizes integrity, client education, and digital channel adoption.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advisory services.
• Active Series 7 license.
• Active Series 66 (63/65) license or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions leveraging leadership and relationship-building skills.
• Demonstrate deep knowledge of financial markets and sound business judgement.
• Provide holistic financial coaching beyond investments and advocate for clients’ needs.
• Educate clients on technology channels to monitor and manage investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Client relationships

Goals-based planning

Financial markets

Digital banking

Financial advising

Relationship building

Communication

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management.

You will build a book of business, rely on relationship-building, and provide tailored investment solutions while guiding clients through a broad range of financial needs. The role emphasizes integrity, client education, and digital channel adoption.