Wealth Planning Advisor - Private Client Solutions

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

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will deliver advised solutions, deepen client relationships with Chase partners, and offer an exceptional investor experience tailored to client needs. The role emphasizes building trust, educating clients on digital tools, and serving a diverse client base with integrity and holistic financial

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

• 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

Financial advisor experience

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 license

Life/Health/ LTC license

Education

Bachelor's degree

CFP

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will deliver advised solutions, deepen client relationships with Chase partners, and offer an exceptional investor experience tailored to client needs. The role emphasizes building trust, educating clients on digital tools, and serving a diverse client base with integrity and holistic financial