Wealth Planning Advisor - Build Client Relationships

JPMorgan Chase & Co.; Hartland Township (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will deliver personalized investment solutions and leverage Chase partner referrals to deepen client relationships. Ideal candidates have at least 2 years of financial advisory experience, a valid Series 7 and Series 66 or must obtain within 60 days, and a Life, Health and LTC license or eligibility within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 (63/65) or must obtain within 60 days of start.
• Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.

Skills

Relationship mgmt

Client acquisition

Financial planning

Communication

Education

CFP certification

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is looking for a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will deliver personalized investment solutions and leverage Chase partner referrals to deepen client relationships. Ideal candidates have at least 2 years of financial advisory experience, a valid Series 7 and Series 66 or must obtain within 60 days, and a Life, Health and LTC license or eligibility within 60 days.