J.P. Morgan Wealth Management – Private Client Advisor - Farmington, MI and Surrounding areas

Private Client Advisor in Chase Wealth Management responsible for offering comprehensive financial planning and investment advice to individuals and families, building a book of business, and delivering personalized investment solutions. Emphasizes relationship management, client acquisition, and collaboration with partners, with a focus on using leadership and digital tools to enhance client experience and facilitate goals-based planning. Requires active Series 7 and Series 66 licenses or being obtained within 60 days, plus Life/Health/Long-Term Care licenses as applicable; CFP preferred and Bachelor’s degree preferred.