J.P. Morgan Wealth Management – Private Client Advisor - Lansing, MI and Surrounding areas
On-site · Lansing, Michigan, United States
Lansing, Michigan, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in J.P. Morgan Chase Wealth Management provides comprehensive financial planning and advised investment solutions to individuals and families. The role emphasizes relationship building, client coaching beyond investments, and leveraging digital channels to enhance client experience, with an emphasis on delivering tailored investment solutions and collaborating with key partners.
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 license
- A valid and active Series 66 (63/65) license 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
- Bachelor’s degree preferred
- CFP certification preferred
- Investment and insurance products are offered through JPMS, a registered broker-dealer and investment advisor
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.