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

Location: Flushing, MI, United States

Job Family: Advisors

About the Role

J.P. Morgan Wealth Management is seeking a dedicated Private Client Advisor to join our branch in Flushing, MI, serving clients in Grand Blanc and surrounding areas. In this role, you will deliver comprehensive financial planning and advisory services to individuals and families, helping them achieve their long-term wealth goals. As a key member of our high-performing team, you will leverage J.P. Morgan's world-class resources, including advanced investment research and digital tools, to provide personalized strategies that encompass retirement planning, investment management, estate planning, and more. This branch-based position offers the opportunity to build meaningful client relationships in a dynamic retail environment while contributing to J.P. Morgan's mission of empowering clients to reach their financial aspirations. Your primary focus will be on understanding each client's unique financial situation and objectives, then crafting bespoke solutions using J.P. Morgan's suite of products, from diversified portfolios to lending options. You will collaborate with colleagues across banking, investments, and lending to deliver holistic advice, ensuring seamless integration of services. Success in this role requires a client-centric approach, where you proactively identify opportunities, conduct regular portfolio reviews, and educate clients on market insights drawn from J.P. Morgan's global expertise. By fostering trust and loyalty, you will grow assets under management and drive business development in the local Michigan community. At J.P. Morgan Chase, we value integrity, innovation, and inclusion, and this position embodies those principles in the financial services industry. You will thrive in a supportive culture that emphasizes professional growth, with access to training programs and mentorship from seasoned advisors. If you are passionate about wealth management and eager to make a tangible impact on clients' lives, join us in Flushing, MI, to advance your career while upholding the highest standards of fiduciary responsibility.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Grand Blanc, MI branch and surrounding areas
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored wealth management solutions
• Conduct comprehensive financial assessments, including retirement planning, estate planning, and risk management strategies
• Recommend and implement investment portfolios using J.P. Morgan's proprietary tools and research
• Collaborate with branch teams and specialists to offer integrated banking, lending, and advisory services
• Prospect for new clients through community networking, referrals, and branch events in Flushing and nearby regions
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's wealth management offerings
• Achieve individual and team sales goals for advisory fees, assets under management, and product adoption

Required Qualifications

• Bachelor's degree in finance, business administration, economics, 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 a branch-based setting serving Grand Blanc, 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 platforms, or similar enterprise financial software
• Bilingual proficiency in English and Spanish to serve diverse client bases in Michigan
• Prior success in meeting sales targets for investment products and advisory services
• Knowledge of local market dynamics in the Flint/Grand Blanc area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Sales and prospecting techniques
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation and reporting
• Team collaboration
• Adaptability to 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 with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for qualifying candidates moving to the Flushing, MI area

JP Morgan Chase is an equal opportunity employer.