J.P. Morgan Wealth Management – Private Client Advisor - Rochester Hills, MI and Surrounding areas
On-site · Rochester Hills, Michigan, United States
Job Summary
Private Client Advisor in Chase Wealth Management offers comprehensive financial planning and investment solutions to individuals and families, building a book of business through relationship-based advice, leveraging leadership and client-management skills, and embracing digital innovations to help clients monitor and manage their investments. The role emphasizes understanding financial markets, integrity, and educating clients on technology-enabled channels to meet their financial needs; requires at least 2 years in financial services, active Series 7 and Series 66 licenses (or obtain within 60 days), Life/Health/Long Term Care insurance license, and preferably CFP certification; Bachelor’s degree preferred. Location: Rochester Hills, MI (on-site).
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 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
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