Wealth Planner & Client Relationship Advisor

JPMorgan Chase & Co.; Grand Rapids (MI); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Grand Rapids seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions. You will build client relationships and collaborate with partners to provide an exceptional investor experience.

You will work with individuals and families across wealth levels, requiring compliance with FINRA licensing and regulatory standards, and leveraging digital tools to enhance client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) or must be obtained within 60 days of starting in the role as a condition of employment
• 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
• Strong client relationship management and business development skills.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets and sound judgement.
• Uphold high integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank anytime, anywhere.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial advisory experience

Strong integrity

Market knowledge

Digital communication skills

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Grand Rapids seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions. You will build client relationships and collaborate with partners to provide an exceptional investor experience.

You will work with individuals and families across wealth levels, requiring compliance with FINRA licensing and regulatory standards, and leveraging digital tools to enhance client service.