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

Location: Davison, 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 Davison, MI, 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 individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's global resources and expertise, you will provide tailored solutions in investments, retirement planning, estate strategies, and more, all while fostering trust-based relationships in a community-focused environment. This position is ideal for a seasoned professional passionate about the financial services industry and committed to the highest standards of client service. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending diversified investment portfolios, and integrating J.P. Morgan's suite of banking and lending products to optimize client outcomes. You will collaborate with cross-functional teams within Wealth Management to ensure seamless service delivery, while staying abreast of regulatory changes and market dynamics that impact Michigan-based clients. Success in this role requires a proactive approach to client acquisition through referrals, community engagement, and leveraging J.P. Morgan's reputable brand to grow assets under management. We value advisors who embody our core principles of integrity, innovation, and client-centricity. In addition to competitive compensation, you will benefit from J.P. Morgan's robust professional development opportunities, including access to advanced training and mentorship programs designed to elevate your career in wealth management. If you are ready to make a meaningful impact in the lives of clients in Davison and beyond, join our team and contribute to J.P. Morgan's legacy of excellence in financial services.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Davison, MI branch and surrounding areas
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and portfolio management
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment solutions
• Identify opportunities to grow client assets under management through proactive outreach and referrals
• Ensure all advisory services comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Educate clients on market trends, J.P. Morgan products, and sustainable investing options
• Participate in community events in Davison and nearby areas to build brand awareness and attract new clients
• Monitor client portfolios and provide ongoing performance updates and adjustments as needed
• Mentor junior advisors and contribute to branch goals for client satisfaction and revenue growth

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities 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 serving Davison, 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 systems and tools for wealth management
• Bilingual proficiency in English and Spanish to serve diverse client bases in Michigan
• Previous success in meeting or exceeding sales targets in financial advisory services
• Knowledge of local economic trends and community networks in Davison and surrounding areas

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Sales and negotiation techniques
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Time management and organization
• Empathy and active listening
• Market research and trend analysis
• Ethical judgment in advisory services
• Team collaboration
• Adaptability to client needs and 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 programs, including tuition reimbursement for certifications like CFP
• 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 Davison, MI area

JP Morgan Chase is an equal opportunity employer.