Wealth Advisor: Private Client & Planning

JPMorgan Chase & Co.; Brownstown Charter Township (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions to individuals and families.

You will build strong client relationships, leverage Chase partner referrals, and deliver an exceptional investor experience while advocating goals-based planning and effective use of digital tools to monitor and manage portfolios.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting in role.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
• Demonstrated ability in goals-based planning and client-focused advice.
• CFP certification preferred.

Responsibilities

• Champion and support your teammates’ success and the bank's goals, fostering diversity.
• Build a book of business and deliver personalized investment solutions via leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Encourage digital adoption so clients bank when, where, and how they want.

Skills

Relationship building

Client acquisition

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Financial services experience

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions to individuals and families.

You will build strong client relationships, leverage Chase partner referrals, and deliver an exceptional investor experience while advocating goals-based planning and effective use of digital tools to monitor and manage portfolios.