J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas
On-site · Ann Arbor, Michigan, United States
Job Summary
Private Client Advisor in Chase Wealth Management: provide comprehensive financial planning and investment solutions to individuals and families, build a book of business, rely on relationship-building and leadership skills, and guide clients through financial markets with an emphasis on consumer technology and digital channels. Requires successful client acquisition and ongoing relationship management, proficiency in goals-based planning, and licenses (Series 7, Series 66 or equivalent, Life/Health/LTC). CFP and bachelor’s degree are preferred. The role involves educating clients on available investment solutions and coordinating with partners to deepen client relationships.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Series 7 license (valid and active)
- Series 66 license (63/65) or must be obtained within 60 days of starting
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
- Bachelor's degree preferred (preferred qualifications)
- CFP certification preferred (preferred qualifications)
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