J.P. Morgan Wealth Management - Private Client Advisor - Novi, MI and Surrounding areas
About the role
J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment solutions and digital technologies. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, from those just starting to save to those with significant wealth.
Responsibilities
- Champion and support your teammates' success and foster a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients
- Integrate with key partners and demonstrate a deep understanding of financial markets
- Exhibit unwavering integrity and provide exceptional client experiences
- Offer holistic financial coaching and educate clients on available technology and channels
- Embrace digital innovations to enhance client confidence and engagement
Requirements
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, relationship building, and integration with key partners
- Proven ability and commitment to goals-based planning and advice
- A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses
Preferred Qualifications, Capabilities, And Skills
- Certified Financial Planning (CFP®) certification
- Bachelor's degree
Skills
You will need to demonstrate a passion for educating clients on the technology and channels available to them, and a commitment to digital innovation to help clients become more digitally confident and bank when, where, and how they want.
Benefits
Chase offers a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Pay
The compensation for this role is determined based on the role, experience, skill set, and location. For more details, please refer to the hiring process.
Schedule
Details about the schedule will be provided during the hiring process.