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

Location: Shelby Township, 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 Shelby Township, MI, serving clients in Macomb and surrounding areas. In this client-facing role, you will deliver comprehensive financial planning and advisory services to individuals and families, helping them achieve their long-term wealth objectives. As a key member of our Wealth Management team, you will leverage J.P. Morgan's renowned research, investment expertise, and global resources to create tailored strategies that encompass retirement planning, investment management, estate planning, and more. This position offers the opportunity to build meaningful relationships in a dynamic, branch-based environment while contributing to J.P. Morgan's legacy of excellence in financial services. Your primary focus will be on understanding each client's unique financial situation, goals, and risk profile to provide personalized advice and solutions. You will conduct in-depth consultations, recommend diversified investment portfolios from J.P. Morgan's extensive offerings, and monitor performance to ensure alignment with client needs. Additionally, you will engage in proactive business development by networking within the local community, cultivating referrals from existing clients and partners, and participating in events to expand your client base. Compliance with all regulatory standards, including FINRA and SEC guidelines, is paramount, and you will work closely with branch colleagues to deliver seamless, holistic wealth management experiences. At J.P. Morgan, we prioritize a culture of integrity, innovation, and client success. The ideal candidate thrives in a fast-paced setting, demonstrates a passion for financial advisory, and is committed to upholding the highest ethical standards. This role not only provides the chance to impact lives through sound financial guidance but also offers robust career growth opportunities within one of the world's leading financial institutions. Join us in empowering clients to navigate their financial futures with confidence.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in Macomb, MI and surrounding areas
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial assessments, including retirement planning, estate planning, and tax strategies
• Recommend and implement suitable investment portfolios using J.P. Morgan's suite of products and services
• Prospect for new clients through networking, referrals, and community engagement in the local market
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management solutions
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's research insights
• Achieve individual and team sales goals while prioritizing client-centric outcomes

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 advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a financial services environment
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• 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
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Previous success in meeting or exceeding sales targets in financial services

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Regulatory compliance and risk management
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Knowledge of tax and estate planning principles
• Digital literacy with CRM systems like Salesforce
• Adaptability to market changes and economic trends
• Team collaboration in a branch environment
• Ethical decision-making in high-stakes financial advice

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
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and certification support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health resources, and onsite fitness centers
• Relocation assistance for eligible candidates moving to the Shelby Township area

JP Morgan Chase is an equal opportunity employer.