J.P. Morgan Wealth Management – Private Client Advisor - Troy, MI and Surrounding areas
On-site · Troy, Michigan, United States
Troy, 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 responsible for building a book of business and delivering personalized investment solutions to clients, leveraging relationship-building skills, financial planning capabilities, and digital channels to enhance the investor experience. Role involves understanding financial markets, providing holistic financial coaching beyond investments, and collaborating with partners to meet client needs while maintaining high integrity and service standards.
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
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