Wealth Advisor: Private Client Planning & Growth

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and guidance to individuals and families.

You will build trusted relationships and provide personalized investment solutions while leveraging digital tools to enhance the client experience. You will support clients through education, proactive planning, and referrals, maintaining the highest standards of integrity and service in a dynamic wealth 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.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients using leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Foster client relationships and collaborate with key partners for referrals.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Offer a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Relationship-building

Client acquisition

Financial planning

Investment knowledge

Communication skills

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and guidance to individuals and families.

You will build trusted relationships and provide personalized investment solutions while leveraging digital tools to enhance the client experience. You will support clients through education, proactive planning, and referrals, maintaining the highest standards of integrity and service in a dynamic wealth management