Talent.com
JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areasJPMorgan Chase • Ann Arbor, MI, United States
J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas

J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas

JPMorgan Chase • Ann Arbor, MI, United States
30+ days ago
Job type
  • Full-time
Job description

Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

  • 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

Preferred qualifications, capabilities, and skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Create a job alert for this search

J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas • Ann Arbor, MI, United States

Similar jobs

A Calling Like No Other

U.S. Marine CorpsIda, MI, US
Full-time

Those who put others before themselves.Who can rise up in the face of danger.This country we call home has been our haven of safety for 250 years.And it's up to us to keep it that way.There's a goo... Show more

 • Promoted

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacyBritton, MI, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Physical Therapist

Encompass Health Rehabilitation Hospital of ToledoDundee, MI, United States
Full-time +1

Physical Therapist Career Opportunity.Are you seeking a fulfilling career that feels like home and lets you make a meaningful impact? At Encompass Health, you'll find an opportunity to provide exce... Show more

 • Promoted

Remote Marketing & Personal Development Opportunity - Independent Contractor

Free Rein Life LtdAnn Arbor, MI, United States
Remote
Full-time +1

Are you seeking a remote career opportunity that combines flexibility, entrepreneurial freedom, and professional growth in the expanding personal development and leadership sector? We work with mot... Show more

 • Promoted

Information Technology Professional

US NavyPetersburg, MI, US
Full-time

Information Technology Professional (IT/CTN/IS).Information Systems Technicians, Cryptologic Technician Networks, and Intelligence Specialists keep the Fleet connected, informed, and secure by oper... Show more

 • Promoted

Mortgage Loan Officer

Michigan FirstBrighton, MI, United States
Full-time

We are currently seeking a Mortgage Loan Officer to join our Michigan First Mortgage Office.The person in this position will report to the Loan Center Manager.Our Mortgage Loan Officers strive to m... Show more

 • Promoted

Licensed Marriage and Family Therapist (LMFT)

HeadwayAnn Arbor, MI, US
Full-time

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc... Show more

 • Promoted

Financial Advisor

Northwestern MutualAnn Arbor, MI, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

RV Sales Associate

General RV CenterWixom, MI, United States
Full-time

At General RV Center, we don't just sell RVs we help families create lifelong memories.As a Sales Associate, you will play a vital role in introducing customers to the freedom and adventure of the... Show more

 • Promoted

Financial Wellness Associate

KeyCorpBrighton, MI, United States
Full-time

Location: 8199 Challis Road - Brighton, Michigan 48116.Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.FWA's split their time... Show more

 • Promoted

Freelance Vacancy Associate

FAR InspectionsSouth Lyon, MI, United States
Full-time

Residential Mortgage Inspector Opportunity.FAR Inspections is actively seeking a reliable independent contractor to perform residential mortgage inspections in Oakland County, Michigan and surround... Show more

 • Promoted

Casino Tools Reviewer- work-from-home

ReeledgeMilan, Michigan, United States
$25.00 hourly
Remote
Full-time

Join our distributed team and help evaluate online platforms through interactive testing assignments.This is a flexible, remote opportunity with full training provided and no prior experience requi... Show more

 • Promoted

Verizon Sales Consultant

Cellular Sales Verizon Authorized RetailerDundee, MI, United States
Full-time

Average and High-End Sales Consultants earn $45000 – $80000 +/ year.Are you determined to grow your job into a career, in a fast-paced thriving environment? Cellular Sales is the one, a company tha... Show more

 • Promoted

Client Service Manager - Commercial Lines

Arthur J Gallagher & CoFenton, MI, United States
Full-time

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be backed by our digital ecosystem: a ... Show more

 • Promoted

Commercial Banker - Admin. Ann Arbor

WesBanco Bank, Inc.Ann Arbor, MI, United States
Full-time

As a Commercial Banker you will be a generalist responsible for the management of borrowing and depository relationships with commercial clients, focusing on C&I Lending.In addition, the solicitati... Show more

 • Promoted

Branch Banking Client Consultant II

Flagstar BankMilford, MI, United States
Full-time

Branch Banking Client Consultant II.Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the finan... Show more

 • Promoted

SALES ASSOCIATE in IDA, MI S20177

Dollar GeneralIda, MI, United States
Full-time

At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient store locations, distribu... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas

JPMorgan ChaseAnn Arbor, MI, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Business Development Representative

Plinqit CompanyAnn Arbor, MI, United States
Full-time

Business Development Representative.Full Time Ann Arbor, Mi, In Person, Remote, With Travel Posted 4 weeks ago.Plinqit is a fintech company founded by a former banker.Our company's mission is to bu... Show more

 • Promoted

Financial Customer Service Associate

AxtellaAnn Arbor, MI, United States
Full-time

Axtella, LLC provides the business servicing needs to financial professionals from across the United States who choose to affiliate with either of our well-established independent investment securi... Show more