J.P. Morgan Wealth Management – Private Client Advisor - Novi, MI and Surrounding areas
On-site · Novi, Michigan, United States
Novi, 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 Chase Wealth Management builds a book of business and delivers personalized investment solutions while offering comprehensive financial planning and coaching to individuals and families. The role emphasizes relationship management, leveraging leadership and partnerships, educating clients on technology and digital channels, maintaining integrity, and delivering an exceptional investor experience with advised solutions and referrals.
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 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
Desired Qualifications
- Certified Financial Planner (CFPae) certification is preferred
- Bachelor C degree preferred
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