Wealth Advisor & Relationship Builder (Private Clients)

Testing Site - JPMC; Plymouth (MI); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase, Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build relationships, maintain client satisfaction, and leverage Chase referrals while staying compliant with industry regulations. This role emphasizes integrity, client education on digital tools, and a holistic approach to 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.
• 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.
• Offer comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Uphold unwavering integrity and act in clients' best interests.
• 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 relationships

Goal-based planning

Financial advisory

Digital literacy

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase, Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build relationships, maintain client satisfaction, and leverage Chase referrals while staying compliant with industry regulations. This role emphasizes integrity, client education on digital tools, and a holistic approach to wealth management.