J.P. Morgan Wealth Management - Private Client Advisor - Community Center - Detroit, MI (Corktown)

Location: Detroit, MI, United States

Job Family: Client Management

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Community Center team in Detroit's vibrant Corktown neighborhood. In this role, you will serve as a trusted financial advisor, delivering comprehensive wealth management solutions to individual clients while emphasizing community involvement. Your focus will be on building meaningful relationships with local residents, helping them achieve their financial goals through personalized planning, investment advice, and educational outreach. As part of J.P. Morgan Chase, you will leverage our global resources and innovative tools to provide high-quality service that aligns with our commitment to financial inclusion and community empowerment in Detroit. Key to success in this position is your ability to blend professional financial expertise with genuine community engagement. You will host local events, partner with neighborhood organizations, and participate in initiatives that promote financial literacy and economic growth in Corktown and surrounding areas. Responsibilities include prospecting for new clients, conducting in-depth financial assessments, and recommending tailored strategies from J.P. Morgan's suite of wealth management products, such as brokerage accounts, retirement plans, and lending solutions. Compliance with all regulatory standards is paramount, ensuring every client interaction upholds the integrity of our firm. This role offers a unique opportunity to make a tangible impact in the Detroit community while advancing your career in one of the world's leading financial institutions. Ideal candidates are passionate about client success, culturally attuned to diverse populations, and eager to contribute to J.P. Morgan's mission of fostering inclusive prosperity. Join us in Corktown and help shape the financial futures of our neighbors.

Key Responsibilities

• Develop and maintain long-term relationships with private clients in the Detroit Corktown community through personalized financial planning
• Provide comprehensive wealth management advice, including investment strategies, retirement planning, and estate planning
• Actively participate in local community events, workshops, and initiatives to build brand awareness and trust in J.P. Morgan Wealth Management
• Identify and prospect new clients within the community center and surrounding areas, focusing on underserved populations
• Collaborate with internal teams to deliver tailored financial solutions aligned with J.P. Morgan's high standards
• Conduct regular client reviews and adjust financial plans based on market conditions and client needs
• Ensure compliance with all regulatory requirements and J.P. Morgan policies in client interactions
• Organize and host educational seminars on financial literacy to engage the local Detroit community
• Monitor portfolio performance and provide proactive advice to optimize client outcomes
• Foster partnerships with local organizations to promote financial inclusion and community development

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and 66 (or equivalent) securities licenses
• At least 3 years of experience in financial advising or wealth management
• Proven track record in client relationship management within the financial services industry
• Strong understanding of comprehensive financial planning principles
• Ability to engage with diverse community groups and local organizations
• Valid driver's license and willingness to travel within the Detroit area

Preferred Qualifications

• Master's degree in finance or CFP certification
• Experience working in underserved or community-focused financial roles
• Bilingual proficiency in English and Spanish to serve Detroit's diverse population
• Prior involvement in local economic development or community events
• Knowledge of J.P. Morgan's wealth management products and services

Required Skills

• Financial planning and analysis
• Investment portfolio management
• Client relationship building
• Community engagement and networking
• Regulatory compliance (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Cultural sensitivity and inclusivity
• Data analysis using financial software
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Knowledge of tax and estate planning
• Proficiency in CRM tools like Salesforce

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance coverage
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Detroit

JP Morgan Chase is an equal opportunity employer.