Wealth Advisor, Private Client & Financial Planning

JPMorgan Chase & Co.; Bloomfield Hills (MI); On-site; USD 90,000 - 140,000; 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 build trust-based relationships, deliver investment solutions, and leverage digital channels to enhance the investor experience.

This role emphasizes integrity, client education on markets, and coordination with Chase partners to meet financial goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Provide comprehensive financial planning and advice to individuals and families.
• Offer advised solutions and Chase partner referrals that deepen client relationships.
• Educate 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

Financial advisor experience

Client acquisition

Goals-based planning

Series 7

Series 66 license

Life/Health Insurance license

Education

Bachelor's degree

CFP certification

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 build trust-based relationships, deliver investment solutions, and leverage digital channels to enhance the investor experience.

This role emphasizes integrity, client education on markets, and coordination with Chase partners to meet financial goals.