J.P. Morgan Wealth Management – Private Client Advisor - Grand Blanc, MI and Surrounding areas
On-site · Flushing, Michigan, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families as part of JPMorgan Chase’s Wealth Management. Build and manage a book of business, deliver personalized investment solutions, and strengthen client relationships through leadership, relationship-management, and the use of digital tools. Communicate market insights, educate clients on technology and channels to monitor and manage their investments, and collaborate with partners to deliver holistic client solutions. Key licenses and regulatory qualifications are required or must be obtained within 60 days of starting in the role; CFP is preferred and a Bachelor’s degree is preferred.
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
- Preferred: Certified Financial Planning (CFP®) certification
- Bachelor’s degree preferred
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