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

Location: Grand Rapids, 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 Grand Rapids, 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 financial objectives. Leveraging J.P. Morgan's renowned expertise in wealth management, you will provide personalized guidance on investments, retirement strategies, estate planning, and more, all while fostering trust and loyalty in a client-centric environment. This position is ideal for a seasoned professional passionate about the financial services industry and committed to making a meaningful impact in the Midwest community. Your day-to-day responsibilities will involve conducting in-depth client consultations to assess their financial situations, goals, and risk tolerances, then crafting bespoke solutions using J.P. Morgan's sophisticated tools and resources. You will collaborate with internal specialists, such as tax advisors and investment strategists, to ensure holistic support. Additionally, you will actively engage in business development by networking within the Grand Rapids region, attending local events, and securing referrals to grow your client base and contribute to the branch's success. Compliance and ethical standards are paramount, as you uphold J.P. Morgan's commitment to integrity in every interaction. We value advisors who thrive in a dynamic, supportive team setting and are eager to advance their careers within one of the world's leading financial institutions. This role offers the opportunity to work with high-net-worth clients while benefiting from J.P. Morgan's global network, cutting-edge technology, and robust training programs. If you are a results-oriented professional with a passion for empowering clients' financial futures, join us in Grand Rapids to help shape prosperous tomorrows.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in Grand Rapids, MI, and surrounding areas
• Develop and maintain long-term relationships with private clients, understanding their unique financial goals and needs
• Conduct comprehensive financial assessments, including retirement planning, estate planning, and tax strategies
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of wealth management products
• Collaborate with branch teams and specialists to deliver holistic advisory services
• Prospect for new clients through networking, referrals, and community engagement in the local area
• Ensure all advisory activities comply with J.P. Morgan's policies and federal regulations
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's resources
• Contribute to branch goals by driving client acquisition and asset growth in the region

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3-5 years of experience in financial advising, wealth management, or client-facing roles in the financial services industry
• Proven track record of building and maintaining client relationships in a branch or advisory setting
• Strong understanding of comprehensive financial planning, investment strategies, and risk management
• Ability to work in Grand Rapids, MI, and surrounding areas, with flexibility for client meetings
• Compliance with all regulatory requirements, including FINRA and SEC standards

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
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual skills, particularly in Spanish or other languages common in the Grand Rapids community
• Previous experience in a branch-based advisory role at a major financial institution

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Market and economic trend analysis
• Team collaboration
• Ethical judgment in advisory roles
• Adaptability to client needs and market changes

Benefits

• Competitive base salary plus 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 programs, including tuition reimbursement and certification support
• 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 Grand Rapids area

JP Morgan Chase is an equal opportunity employer.