J.P. Morgan Wealth Management – Private Client Advisor - Portage / Benton Harbor, MI
On-site · Portage, Michigan, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions and financial planning to individuals and families. Focused on relationship management, client acquisition, and collaboration with partners to deepen client relationships, the role requires understanding of financial markets and technology-enabled client engagement. Candidates should demonstrate integrity, client education on digital tools, and the ability to provide holistic financial coaching beyond investments; licenses and regulatory qualifications include Series 7, Series 66 (63/65), and Life/Health/Long-Term Care Insurance where applicable.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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 role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
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