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

Location: Ann Arbor, MI, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Ann Arbor, MI branch and serve clients in surrounding areas. In this branch-based role, you will deliver comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth goals. As a key member of our team, you will leverage J.P. Morgan's global resources and innovative tools to provide personalized strategies encompassing investments, retirement, estate planning, and more. This position offers the opportunity to build meaningful relationships in a dynamic, affluent community while contributing to the firm's reputation as a leader in the financial services industry. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial situations, and recommending tailored solutions from J.P. Morgan's suite of products, including equities, fixed income, alternative investments, and banking services. You will collaborate closely with branch colleagues, such as bankers and specialists, to ensure seamless service delivery. Prospecting for new clients through local networking and referrals will be essential, as you aim to grow assets under management and deepen client loyalty in the competitive Michigan market. Compliance with all regulatory requirements and adherence to J.P. Morgan's high ethical standards are paramount in this client-facing role. We value professionals who thrive in a fast-paced environment and are passionate about empowering clients' financial futures. With access to J.P. Morgan's extensive training programs and career development opportunities, this role provides a platform for long-term growth within one of the world's most respected financial institutions. If you are a licensed advisor with a proven track record in wealth management, join us to make a lasting impact in Ann Arbor and beyond.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in Ann Arbor, MI, and surrounding areas
• Develop and maintain long-term relationships with clients through proactive outreach, needs assessments, and tailored solutions
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and tax-efficient investing
• Collaborate with J.P. Morgan Chase branch teams, specialists, and product partners to deliver holistic wealth management services
• Identify opportunities to expand client portfolios by recommending J.P. Morgan investment products and banking solutions
• Ensure all advisory activities comply with regulatory standards, internal policies, and ethical guidelines
• Prospect for new clients through networking, referrals, and community involvement in the local area
• Monitor market trends and economic conditions to adjust client strategies and mitigate risks
• Prepare and present financial reports, performance analyses, and educational seminars for clients
• Contribute to branch goals by supporting team initiatives and fostering a client-centric culture

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advising, wealth management, or client-facing roles in the financial services industry
• Proven track record of building and maintaining client relationships in a branch-based environment
• Strong understanding of comprehensive financial planning, investment strategies, and risk management
• Ability to work independently while collaborating with branch teams in Ann Arbor, MI, and surrounding areas
• Compliance with FINRA and SEC regulations, including background check and fingerprinting requirements

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase's wealth management platforms and tools
• Bilingual proficiency, particularly in languages spoken in the Ann Arbor community
• Previous success in growing client assets under management (AUM) in a competitive market
• Knowledge of local economic trends and affluent client needs in Michigan

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Risk assessment and mitigation
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market research and trend analysis
• Team collaboration and leadership
• Ethical decision-making in high-stakes environments

Benefits

• Competitive base salary plus uncapped performance-based incentives tied to client acquisition and AUM growth
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching and J.P. Morgan stock options
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• Access to J.P. Morgan's employee wellness programs, including mental health support and fitness reimbursements
• Relocation assistance for moves within the Ann Arbor and surrounding Michigan areas
• Exclusive perks such as discounted banking services and cultural event access through the J.P. Morgan family

JP Morgan Chase is an equal opportunity employer.