J.P. Morgan Wealth Management - Private Client Community Center Advisor - Detroit, MI (Corktown)

About the role

J.P. Morgan Chase is dedicated to helping clients and communities thrive. Through a mix of investment products and digital technology, you'll interact with clients to offer tailored financial solutions. In this role, you'll serve as a Community Private Client Advisor in J.P. Morgan Wealth Management, providing comprehensive financial planning and advice to individuals and families.

Responsibilities

• Engage in and lead community events and volunteer activities to uplift the community.
• Support and mentor team members to achieve their professional goals.
• Build a book of business by offering advised solutions and Chase partner referrals.
• Deliver personalized investment solutions focusing on relationship management rather than portfolio management.
• Show integrity and educate clients on investment technologies and channels.
• Provide holistic financial coaching and health education to clients.
• Adopt and promote digital innovations to enhance client confidence and banking experiences.

Requirements

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, relationship building, and integration with key partners.
• Proven ability to provide holistic financial planning and coaching beyond investments.
• 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

• Strong client relationship management skills.
• Ability to integrate with key partners and provide holistic financial advice.
• Passion for community engagement and financial education.
• Effective communication and problem-solving skills.

Benefits

Includes a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. 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. Details about total compensation and benefits will be provided during the hiring process.

Pay

Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be awarded.

Schedule

Flexible schedule to accommodate client needs and community involvement.