Wealth Advisor: Private Client Planning & Solutions

JPMorgan Chase & Co.; Spring Lake Township (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and personalized investment solutions to individuals and families.

You will build a book of business, leverage leadership and relationships, and guide clients through digital tools and channels to monitor and adjust their investments. The role emphasizes integrity, client education, and a holistic approach to financial coaching beyond investments, with a focus on delivering

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
• 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
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Educate clients on technology and channels to 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

Client acquisition

Relationship building

Goals-based planning

Financial services experience

Digital/tech savvy

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and personalized investment solutions to individuals and families.

You will build a book of business, leverage leadership and relationships, and guide clients through digital tools and channels to monitor and adjust their investments. The role emphasizes integrity, client education, and a holistic approach to financial coaching beyond investments, with a focus on delivering