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 Private Client Advisor, you will play a pivotal role in helping individuals and families achieve their financial aspirations through comprehensive planning and personalized advice. Leveraging J.P. Morgan's global resources and expertise, you will deliver holistic wealth management solutions, including investment strategies, retirement planning, and estate services, all while fostering trust-based relationships in a dynamic local market. This branch-based role offers the opportunity to thrive in a collaborative environment, contributing to J.P. Morgan's mission of empowering clients to secure their financial futures. Your day-to-day responsibilities will involve conducting in-depth client consultations to understand their unique goals and risk profiles, then crafting customized financial plans using J.P. Morgan's sophisticated tools and platforms. You will actively prospect for new business through community events, referrals, and strategic networking in the Grand Rapids region, while nurturing existing relationships to drive asset growth and client loyalty. Compliance and ethical standards are paramount; you will ensure all recommendations align with regulatory requirements and J.P. Morgan's commitment to integrity. Collaboration with branch colleagues and access to specialized teams will enable you to provide seamless, integrated services across banking, lending, and investments. The ideal candidate brings a passion for financial services and a client-centric approach, with the ability to navigate complex economic landscapes and adapt to evolving client needs. Joining J.P. Morgan Wealth Management means becoming part of a prestigious firm renowned for innovation and excellence in the industry. We offer robust support for professional growth, competitive compensation, and the chance to make a meaningful impact in the lives of clients throughout Michigan. If you are ready to elevate your career while delivering exceptional value, apply today to become a key player in our Grand Rapids team.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in Grand Rapids, MI, and surrounding areas, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan's suite of products and services
• Conduct thorough needs assessments and create tailored financial strategies, including retirement planning, estate planning, and risk management
• Prospect for new clients through networking, referrals, and community involvement in the local Michigan market
• Collaborate with branch teams and J.P. Morgan specialists to deliver integrated banking, lending, and investment services
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA regulations, and internal policies
• Monitor client portfolios, provide ongoing performance reviews, and adjust strategies based on market conditions and client goals
• Educate clients on J.P. Morgan's digital tools and resources to enhance their financial decision-making
• Contribute to branch goals by driving asset under management (AUM) growth and client satisfaction metrics
• Stay abreast of industry trends, economic developments, and J.P. Morgan product updates to deliver cutting-edge advice

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 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 leading to asset growth
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management sector
• Ability to work independently in a branch-based environment serving Grand Rapids, 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 wealth management tools
• Bilingual proficiency, particularly in Spanish or other languages common in the Grand Rapids community
• Prior success in prospecting and acquiring high-net-worth clients in a competitive market
• Master's degree in finance or related discipline

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., J.P. Morgan tools)
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data analysis for client reporting
• Networking and community engagement
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses tied to client acquisition and AUM growth
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching and investment options through J.P. Morgan
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including access to J.P. Morgan's internal training and certification support
• Employee stock purchase plan and other financial wellness benefits
• Relocation assistance for qualifying candidates moving to the Grand Rapids area
• Wellness programs, including gym memberships and mental health resources

JP Morgan Chase is an equal opportunity employer.