J.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areas

Location: Chesterfield, 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 Chesterfield, MI, serving clients in Clinton Township and surrounding areas. As a Private Client Advisor, you will play a pivotal role in helping individuals and families achieve their financial aspirations through personalized advice and comprehensive planning. Leveraging J.P. Morgan's world-class resources, you will deliver tailored investment strategies, retirement planning, and wealth preservation solutions, all while fostering trust-based relationships that drive long-term client success. This branch-based role offers the opportunity to thrive in a dynamic environment where innovation meets tradition in the financial services industry. Your day-to-day responsibilities will include prospecting for new clients, conducting in-depth financial assessments, and recommending diversified portfolios aligned with J.P. Morgan's rigorous standards. You will collaborate with internal specialists to provide holistic services, from estate planning to alternative investments, ensuring compliance with all regulatory requirements. By utilizing proprietary tools and market insights from J.P. Morgan's global research team, you will empower clients to navigate economic complexities with confidence. Success in this role hinges on your ability to build a robust book of business while embodying our commitment to integrity and client-centric service. J.P. Morgan Wealth Management is part of one of the world's leading financial institutions, offering unparalleled support for your professional growth. We value advisors who are passionate about making a difference in clients' lives and provide extensive training, competitive compensation, and a collaborative culture. If you are a licensed professional with a passion for wealth management and a drive to excel in the Michigan market, join us to advance your career while helping families secure their financial futures.

Key Responsibilities

• Provide comprehensive financial planning and investment advice to individuals and families, tailoring solutions to their unique needs
• Prospect, develop, and manage a portfolio of private clients in Clinton Township, MI and surrounding areas
• Conduct client meetings to assess financial goals, risk tolerance, and recommend appropriate investment strategies
• Collaborate with J.P. Morgan Wealth Management teams to deliver holistic wealth management services, including estate planning and retirement strategies
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Build and nurture long-term client relationships to drive asset growth and client retention
• Utilize J.P. Morgan's digital tools and research to deliver data-driven financial insights
• Identify opportunities for cross-selling J.P. Morgan banking and lending products
• Participate in community events and networking to expand client base in the local market
• Maintain accurate records of client interactions and portfolio performance using internal systems

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 the financial services industry
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work in a branch-based environment serving clients in Clinton Township, 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 working with high-net-worth individuals and families in wealth management
• Familiarity with J.P. Morgan's proprietary tools and platforms for financial planning
• Bilingual skills to serve diverse client bases in the Michigan market
• Previous experience in a J.P. Morgan Chase branch or similar banking environment

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship management and consultative selling
• Regulatory compliance and risk assessment
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Sales acumen and business development
• Empathy and active listening for client needs
• Technical proficiency in Microsoft Office and CRM systems
• Knowledge of tax implications in wealth management
• Networking and community engagement
• Adaptability to market changes and client feedback
• Ethical decision-making in high-stakes financial advice

Benefits

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

JP Morgan Chase is an equal opportunity employer.