J.P. Morgan Wealth Management - Private Client Advisor - Brighton, MI (Brighton Grand River)
On-site · Brighton, Michigan, United States
Brighton, Michigan, United StatesOn-siteFull TimeMid LevelLicense Or CertificationInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business, delivering personalized investment solutions, providing holistic financial coaching beyond investments, and leveraging digital tools to help clients monitor and manage their investments while partnering with other Chase referrals to deepen client relationships.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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