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

Private Client Advisor in Chase Wealth Management will provide comprehensive financial planning and investment guidance to individuals and families, build a book of business through relationship management, deliver personalized investment solutions, educate clients on digital tools to monitor and manage their investments, and collaborate with partners to deepen client relationships. The role requires at least 2 years in financial services, successful client acquisition and relationship management, knowledge of financial markets, integrity, and licenses (Series 7, Series 66 or equivalent within 60 days if not already active; Life, Health and Long Term Care licenses within 60 days; CFP certification preferred; Bachelor’s degree preferred).