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

Location: Detroit, 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 Detroit, MI branch and serve clients in surrounding areas. In this branch-based role, you will deliver comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth goals. As a key member of our Wealth Management team, you will leverage J.P. Morgan's global resources and innovative tools to provide personalized strategies that encompass investment management, retirement planning, estate planning, and more. This position offers the opportunity to build meaningful relationships in a dynamic market, contributing to the firm's mission of empowering clients to pursue their financial aspirations with confidence. Your primary focus will be on understanding each client's unique financial situation, risk tolerance, and objectives to craft tailored solutions using J.P. Morgan's extensive product offerings, including equities, fixed income, and alternative investments. You will collaborate with internal specialists to ensure holistic advice, while adhering to the highest standards of regulatory compliance and ethical practices. In the Detroit community, you will engage in proactive client outreach, networking events, and educational seminars to grow your book of business and support branch objectives. This role demands a client-centric approach, combining deep financial expertise with exceptional interpersonal skills to foster trust and loyalty. J.P. Morgan Wealth Management is committed to fostering an inclusive environment where diverse perspectives drive innovation. As a Private Client Advisor, you will benefit from ongoing professional development, access to cutting-edge technology, and a supportive team culture. If you are passionate about financial services and eager to make a tangible impact on clients' lives in the Detroit area, this role provides a rewarding platform to advance your career within one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and maintain long-term relationships with private clients in Detroit and surrounding areas through proactive outreach and branch-based consultations
• Conduct comprehensive financial needs assessments, including retirement planning, estate strategies, and risk management
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of products, such as mutual funds, ETFs, and alternative investments
• Collaborate with J.P. Morgan Wealth Management teams, including specialists in lending and philanthropy, to deliver holistic solutions
• Ensure all advisory activities comply with regulatory standards, including FINRA, SEC, and internal J.P. Morgan policies
• Prospect for new clients through community networking, referrals, and branch events in the Detroit market
• Monitor client portfolios and market conditions to adjust strategies and communicate updates effectively
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Contribute to branch goals by supporting team efforts in client acquisition and retention

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) securities licenses
• Minimum of 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 Detroit, MI, and surrounding areas, including travel as needed
• 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 the Midwest region
• Bilingual proficiency in English and Spanish to serve diverse client bases in Detroit
• Prior experience with J.P. Morgan Chase systems or similar enterprise financial platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship building and retention
• Regulatory compliance and risk assessment
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Excellent verbal and written communication
• Analytical thinking and problem-solving
• Sales and prospecting techniques
• Time management and organizational skills
• Empathy and active listening for client needs
• Digital literacy with CRM systems like Salesforce
• Negotiation and presentation skills
• Market trend analysis
• Team collaboration in a corporate environment
• Cultural sensitivity for diverse client demographics

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 up to 6%
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's internal training and certification reimbursement
• Employee stock purchase plan and access to exclusive J.P. Morgan financial wellness programs
• Relocation assistance for qualifying candidates moving to the Detroit area
• Wellness programs including gym memberships, mental health support, and financial counseling

JP Morgan Chase is an equal opportunity employer.