J.P. Morgan Wealth Management – Private Client Advisor - Bloomfield Hills, MI and Surrounding Areas

Location: Bloomfield Hills, 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 Bloomfield Hills, MI branch and serve clients in surrounding areas. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to affluent individuals and families, helping them achieve their long-term wealth objectives. Leveraging J.P. Morgan's global resources and expertise, you will create customized strategies that encompass investments, retirement planning, estate management, and more, all while fostering deep, trust-based relationships in this vibrant Michigan community. Your day-to-day responsibilities will include prospecting for new clients through networking events, referrals, and community engagement, as well as conducting in-depth consultations to understand each client's unique financial situation and goals. You will collaborate with J.P. Morgan's network of specialists to offer integrated solutions, such as access to private banking, alternative investments, and philanthropic advisory services. Compliance and client education are paramount, ensuring all recommendations adhere to the highest regulatory standards while empowering clients with the knowledge to make informed decisions. This role demands a client-centric approach in a dynamic financial services environment, where you will contribute to the growth of our Wealth Management division by driving client acquisition and retention. J.P. Morgan Chase is committed to fostering an inclusive workplace that values diversity and innovation, providing you with the tools and support to excel. If you are passionate about wealth management and ready to make a meaningful impact in Bloomfield Hills, we invite you to bring your expertise to our team.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in Bloomfield Hills and surrounding areas
• Develop and implement comprehensive wealth management strategies tailored to client goals, including retirement, estate planning, and tax optimization
• Prospect, acquire, and retain clients by leveraging J.P. Morgan's resources and building a robust referral network
• Conduct regular client reviews and portfolio assessments to ensure alignment with market conditions and personal objectives
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Maintain compliance with all regulatory requirements, including FINRA and SEC guidelines
• Educate clients on J.P. Morgan's suite of products, such as Chase Private Client services and investment portfolios
• Track and report on client portfolio performance, adjusting strategies as needed
• Participate in community events and professional networks to enhance J.P. Morgan's presence in the local market
• Mentor junior advisors and contribute to branch goals for client satisfaction and growth

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 advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Clean U4 and background check with no disqualifying disclosures

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience working with affluent clients in the Michigan market or similar regions
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and another language spoken in the Bloomfield Hills community
• Prior success in generating new business through networking and referrals

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and business development
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Estate and tax planning expertise
• Networking and referral generation
• Analytical thinking
• Empathy and active listening
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning platforms
• Employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible candidates moving to the Bloomfield Hills area

JP Morgan Chase is an equal opportunity employer.