Wealth Advisor - Private Client & Planning

JPMorgan Chase & Co.; Rochester Hills (MI); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. invites seasoned financial professionals to join Chase Wealth Management as a Private Client Advisor. You will provide comprehensive financial planning, advise individuals and families, grow a book of business, and partner with specialists.

Requires Series 7 and Series 66 or ability to obtain within 60 days, Life/Health/LTC licenses, and a track record in client acquisition and relationship management.

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.
• Commitment to goals-based planning and advice.
• Licensing requirements include Series 7, Series 66 (63/65), Life, Health and Long Term Care Insurance.

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 focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Education

CFP certification preferred

Bachelor’s degree preferred

Tools

Series 7 License

Series 66 License (63/65)

Life/Health/LTC License

Job description

JPMorgan Chase & Co. invites seasoned financial professionals to join Chase Wealth Management as a Private Client Advisor. You will provide comprehensive financial planning, advise individuals and families, grow a book of business, and partner with specialists.

Requires Series 7 and Series 66 or ability to obtain within 60 days, Life/Health/LTC licenses, and a track record in client acquisition and relationship management.