J.P. Morgan Wealth Management – Private Client Advisor - Brownstown Twp, MI and Surrounding areas

Location: Brownstown Twp, 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 branch in Brownstown Twp, MI, and serve clients in surrounding areas. As a key member of our team, you will deliver comprehensive financial planning and personalized advice to individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's global resources and innovative tools, you will create customized strategies that encompass investment management, retirement planning, estate planning, and more, all while fostering trust-based relationships in a dynamic retail environment. Your role will involve proactive client engagement, from initial consultations to ongoing portfolio reviews, ensuring every recommendation aligns with J.P. Morgan's commitment to fiduciary excellence and client-centric service. You will collaborate with branch colleagues, access specialized insights from J.P. Morgan's research teams, and utilize cutting-edge technology to monitor market trends and optimize outcomes. In this community-focused position, you will also participate in local networking events to grow your client base and contribute to the firm's reputation as a trusted advisor in the Michigan financial landscape. We value professionals who thrive in a fast-paced setting and are passionate about empowering clients' financial futures. With opportunities for career advancement within J.P. Morgan's prestigious Wealth Management division, this role offers not only professional fulfillment but also the chance to make a meaningful impact on the lives of families in Brownstown Twp and beyond. Join us to be part of a legacy of innovation and integrity in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Brownstown Twp and surrounding Michigan communities
• Develop and maintain long-term relationships with clients to understand their financial goals, risk tolerance, and life objectives
• Recommend tailored investment portfolios, retirement strategies, and wealth transfer plans using J.P. Morgan's suite of products
• Conduct client meetings, seminars, and workshops to educate on market trends and financial literacy
• Collaborate with branch teams and J.P. Morgan specialists to deliver holistic wealth management solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with regulatory standards
• Prospect and acquire new clients through networking, referrals, and community engagement in the local area
• Utilize J.P. Morgan's digital tools and analytics to enhance client experiences and drive business growth
• Ensure all advisory activities adhere to J.P. Morgan's ethical standards and fiduciary responsibilities
• Track performance metrics, report on client satisfaction, and contribute to branch revenue targets

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• At least 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Brownstown Twp, MI, and surrounding areas
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and platforms
• Bilingual proficiency in English and Spanish to serve diverse client bases in Michigan
• Previous success in asset gathering and portfolio management exceeding $1M AUM
• Knowledge of local economic trends in the Detroit metropolitan area

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC, CFPB)
• Risk assessment and mitigation
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Time management and organizational skills
• Empathy and active listening
• Negotiation and advisory persuasion
• Digital literacy for CRM and advisory tools
• Market research and economic forecasting
• Team collaboration and leadership

Benefits

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

JP Morgan Chase is an equal opportunity employer.