Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Hartland Township (MI); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Michigan is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families. You will build relationships, provide personalized guidance, and collaborate with partners to deepen client relationships.

You will engage with clients across various life stages, stay informed on market developments, and promote digital tools to enable clients to monitor and manage their 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 by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life Insurance

Health Insurance

Long Term Care Insurance

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Michigan is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families. You will build relationships, provide personalized guidance, and collaborate with partners to deepen client relationships.

You will engage with clients across various life stages, stay informed on market developments, and promote digital tools to enable clients to monitor and manage their investments.