Wealth Advisor: Private Clients & Holistic Planning

JPMorgan Chase; Lansing (MI); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice for individuals and families. You will build lasting client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes a strong service orientation, deep market knowledge, and integrity in all client interactions, with a focus on helping clients monitor and manage investments using digital channels.

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.
• A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment.
• Preferred CFP certification and a bachelor’s degree to bolster qualifications.

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.
• Educate clients on the technology and channels available to them 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

Relationship building

Client acquisition

Goals-based planning

Financial advisory

Integrity

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/Long-Term Care license

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice for individuals and families. You will build lasting client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes a strong service orientation, deep market knowledge, and integrity in all client interactions, with a focus on helping clients monitor and manage investments using digital channels.