J.P. Morgan Wealth Management – Private Client Advisor - Grand Rapids, MI and Surrounding areas
On-site · Grand Rapids, Michigan, United States
Job Summary
Private Client Advisor in JPMorgan Wealth Management role focused on delivering comprehensive financial planning and investment advice to individuals and families. Build a book of business and deliver personalized investment solutions, leveraging leadership, relationship-building, and digital channels to enhance the investor experience. Emphasizes client education on technology and channels, maintaining integrity, and partnering with other bank specialists to meet clients' financial needs. Requires strong knowledge of financial markets, goals-based planning, and a client-centric, compliant approach to wealth management.
Required Qualifications
- 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
- Bachelor’s degree preferred (optional per posting)
- CFP preferred (optional)
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