Wealth Advisor: Holistic Planning & Digital Tools

JPMorgan Chase & Co.; Farmington Hills (MI); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships, deliver tailored investment solutions, and guide clients through digital tools to monitor and manage their portfolios.

Ideal candidates will have 2+ years in financial advisory, active Series 7, and Series 66 (or plan to obtain within 60 days). A CFP and a Bachelor's degree are preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license (63/65) or obtaining within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions based on client needs.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Foster strong client relationships and collaborate with partners across the bank.

Skills

Financial Advisory

Relationship Building

Goals-based Planning

Series 7

Series 66

Licensing (Life/Health/LTC)

Education

Bachelor's degree

CFP

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships, deliver tailored investment solutions, and guide clients through digital tools to monitor and manage their portfolios.

Ideal candidates will have 2+ years in financial advisory, active Series 7, and Series 66 (or plan to obtain within 60 days). A CFP and a Bachelor's degree are preferred.