J.P. Morgan Wealth Management – Private Client Advisor - Spring Lake, MI and Surrounding Areas
On-site · Spring Lake, Michigan, United States
Job Summary
Private Client Advisor within Chase Wealth Management to build a book of business and deliver personalized investment solutions for individuals and families, leveraging leadership, relationship-building, and digital tools to provide comprehensive financial planning and advisory services. The role emphasizes client relationships, understanding financial markets, integrity, educating clients on technology and channels to monitor and manage investments, and collaborating with partners to deepen client experiences. Candidates should bring experience in financial services, a goals-based planning mindset, and active licenses (Series 7, Series 66) with licenses in Life, Health, and Long Term Care Insurance or the ability to obtain them within 60 days. This position is based in Spring Lake, MI and surrounding areas with on-site responsibilities.
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
- A valid and active Series 66 (63/65) license is required 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 is required or must be obtained within 60 days of starting in the role as a condition of employment
- Bachelor’s degree preferred
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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