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

Location: Lansing, 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 Lansing, MI, and serve clients in surrounding areas. In this role, you will act as a trusted financial partner, delivering comprehensive planning and advice to individuals and families seeking to build and preserve their wealth. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, all while fostering deep, lasting relationships in a supportive branch environment. This position is ideal for professionals passionate about empowering clients to achieve their financial aspirations in the dynamic Michigan market. As a Private Client Advisor, your day-to-day will involve creating tailored wealth management solutions using J.P. Morgan's innovative tools and integrated services, including access to Chase banking, lending, and our renowned investment research. You will prospect for new opportunities through local networking, community events, and referrals, while conducting thorough client assessments to recommend diversified portfolios that align with their risk tolerance and goals. Compliance and ethical standards are paramount, ensuring all advice adheres to FINRA and SEC guidelines, and you will collaborate with cross-functional teams to provide seamless, holistic support. We value advisors who thrive in a client-centric culture, demonstrating resilience in volatile markets and a commitment to continuous learning. Joining J.P. Morgan means becoming part of a prestigious firm with a legacy of excellence in financial services, offering unparalleled opportunities for growth and impact. If you are ready to make a difference in the lives of Lansing-area clients, apply today to contribute to our mission of reimagining the future of wealth management.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Lansing, MI branch and surrounding areas
• Develop and implement comprehensive wealth management strategies tailored to client goals, including retirement, estate planning, and risk management
• Prospect and acquire new clients through community outreach, referrals, and branch networking events
• Conduct regular client reviews and portfolio assessments to ensure alignment with market conditions and personal objectives
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Maintain compliance with all regulatory requirements, including documentation and reporting for FINRA and SEC
• Educate clients on J.P. Morgan's suite of products, such as Chase Private Client services and investment portfolios
• Monitor market trends and economic developments to proactively advise clients on opportunities and risks
• Build long-term relationships by delivering exceptional service and fostering trust in a branch-based setting
• Participate in team meetings and professional development to enhance advisory capabilities

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently while collaborating with branch teams in Lansing, 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's wealth management platforms and tools
• Bilingual proficiency to serve diverse client populations in Michigan
• Previous success in generating new business through referrals and networking
• Knowledge of local economic trends and community involvement in Lansing and surrounding areas

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• 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 expertise
• 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 match up to 5%
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs with gym memberships and mental health support
• Relocation assistance for qualifying candidates in the Lansing, MI area

JP Morgan Chase is an equal opportunity employer.