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

Location: Dearborn Heights, 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 Dearborn Heights, MI, and serve clients in surrounding areas. As a key member of our team, you will deliver 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 personalized strategies that encompass investment management, retirement planning, and estate solutions, all while fostering trust in a client-centric environment. This role is ideal for a seasoned advisor passionate about the financial services industry and committed to the diverse communities of Michigan. In this branch-based position, you will collaborate closely with J.P. Morgan Chase retail banking teams to identify and nurture client opportunities, ensuring seamless integration of banking and wealth management services. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending tailored investment portfolios from J.P. Morgan's offerings, and staying abreast of market trends to offer proactive advice. Compliance and ethical standards are paramount, as you uphold J.P. Morgan's reputation for integrity in every client interaction, adhering to FINRA and SEC guidelines. We value professionals who thrive in dynamic settings and are eager to grow within one of the world's leading financial institutions. By joining J.P. Morgan Wealth Management, you will have access to cutting-edge tools, ongoing training, and a supportive culture that empowers you to make a meaningful impact on clients' financial futures. If you are ready to bring your expertise to a role that combines advisory excellence with community-focused service, apply today to contribute to J.P. Morgan's legacy of innovation in wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Dearborn Heights, MI area and surrounding communities
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored wealth management solutions
• Conduct comprehensive financial reviews, including retirement planning, estate planning, and risk management strategies
• Prospect for new clients through branch referrals, networking events, and community outreach in the local Michigan market
• Collaborate with J.P. Morgan Chase branch teams to identify opportunities for cross-selling banking and investment products
• Ensure all advisory services comply with J.P. Morgan's policies, FINRA regulations, and fiduciary standards
• Monitor client portfolios and provide ongoing performance updates and adjustments based on market conditions
• Educate clients on J.P. Morgan Wealth Management offerings, such as Chase Private Client services and investment portfolios
• Participate in professional development to stay current with industry trends and J.P. Morgan training programs
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) 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 retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with branch teams
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Certified Financial Planner (CFP) designation
• Experience with J.P. Morgan Chase products and platforms
• Bilingual proficiency in English and Arabic, given the Dearborn Heights community demographics
• Advanced degree such as MBA in finance
• Prior success in meeting sales targets for wealth management services

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance knowledge (FINRA, SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Risk assessment and mitigation
• Data analysis for client reporting
• Networking and community engagement
• Adaptability to market changes
• Ethical judgment in advisory roles

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 opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, including gym memberships and mental health support
• Relocation assistance if applicable for surrounding areas in Michigan

JP Morgan Chase is an equal opportunity employer.