Wealth Planning & Client Relations Advisor

Aumni; Traverse City (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the Traverse City area.

You will provide comprehensive financial planning and investment advice to individuals and families, building durable client relationships and delivering tailored investment solutions. You will use your knowledge of financial markets to guide clients, ensure fiduciary care, and educate them on digital tools and channels for monitoring and managing their investments.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in acquiring and maintaining clients and collaborating with partners.
• Commitment to goals-based planning and client advice.
• Bachelor’s degree preferred or CFP certification considered an asset.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and investment advice for individuals and families.
• Demonstrate understanding of financial markets and exercise sound judgment.
• Promote integrity and ethical client service in every interaction.
• Educate clients on technology and channels to monitor and manage investments.
• Deliver holistic financial coaching beyond investments and strengthen client relationships.
• Embrace digital tools to enable convenient, secure, and flexible banking.

Skills

Series 7

Series 66 (63/65)

Life, Health and LTC license

CPFP certification (preferred)

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Digital advisory tools

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in the Traverse City area.

You will provide comprehensive financial planning and investment advice to individuals and families, building durable client relationships and delivering tailored investment solutions. You will use your knowledge of financial markets to guide clients, ensure fiduciary care, and educate them on digital tools and channels for monitoring and managing their investments.