J.P. Morgan Wealth Management – Private Client Advisor - Canton, MI and Surrounding areas
On-site · Canton, Michigan, United States
Job Summary
Private Client Advisor role in Chase Wealth Management focused on comprehensive financial planning and personalized investment guidance for individuals and families. Build and manage a book of business, deliver tailored investment solutions, educate clients on technology and digital channels to monitor and manage investments, and collaborate with Chase partners to deepen client relationships. Emphasis on relationship-building, integrity, and proactive client coaching beyond investments to help clients become more digitally confident and bank where, when, and how they want.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) 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 or must be obtained within 60 days of starting in the role as a condition of employment
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