Wealth Advisor: Private Client & Relationship Growth

JPMorgan Chase & Co.; Troy (MI); On-site; USD 90,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in Troy, MI is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families in the local market.

You will build enduring client relationships and present tailored solutions across the firm’s investment platform, retirement, and risk management offerings. The role emphasizes integrity, advisory excellence, and strong partnership with bankers and product partners, leveraging

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 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

• 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 to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating 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

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Communication skills

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Troy, MI is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families in the local market.

You will build enduring client relationships and present tailored solutions across the firm’s investment platform, retirement, and risk management offerings. The role emphasizes integrity, advisory excellence, and strong partnership with bankers and product partners, leveraging