J.P. Morgan Wealth Management - Private Client Advisor - Harper Woods, MI (Vernier Harper)
About the role
J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions to individuals and families.
Responsibilities
- Support and foster a diverse and inclusive workplace culture
- Build and manage a client book, providing personalized investment advice and solutions
- Apply financial market knowledge and sound judgment to client interactions
- Strive for integrity and ethical behavior in all client interactions
- Offer financial coaching and education to enhance client understanding of investment options
- Adopt and utilize digital tools to improve client engagement and satisfaction
Requirements
- At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
- Proven track record in client acquisition, relationship building, and partnership integration
- Strong background in goals-based financial planning and advice
- A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses
Preferred Qualifications
- Certified Financial Planner (CFP®) certification
- Bachelor's degree
Skills
- Exceptional communication and relationship-building skills
- Ability to educate clients on investment technology and channels
- Passion for financial coaching and holistic client support
- Commitment to digital innovation and client convenience
Benefits
We offer a competitive total rewards package, including base salary, potential for commission-based pay, and discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on-site wellness centers, retirement savings plans, and various programs to support employee well-being.
Pay
Base salary is determined based on the role, experience, skill set, and location. Commission-based pay and discretionary incentive compensation are also available.
Schedule
The schedule for this role varies based on the needs of the team and the client base.