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

Location: Novi, 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 Novi, 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 personalized advice and comprehensive planning. Leveraging J.P. Morgan's global resources and expertise, you will deliver tailored wealth management solutions, including investment strategies, retirement planning, and estate services, all while fostering trust-based relationships in a dynamic branch environment. This position offers the opportunity to thrive in a collaborative setting, contributing to the firm's mission of empowering clients to pursue their dreams with confidence. Your day-to-day responsibilities will involve conducting in-depth financial assessments to understand client needs and goals, recommending suitable J.P. Morgan products such as diversified portfolios and advisory services, and providing ongoing support to ensure alignment with evolving market conditions. You will actively prospect for new business within the local Novi community, participating in networking events and leveraging referrals to grow your client base. Compliance and ethical standards are paramount; you will adhere to all regulatory requirements while collaborating with internal teams to deliver seamless, high-quality service. This role demands a client-centric approach, where your ability to simplify complex financial concepts will build lasting loyalty. J.P. Morgan Wealth Management values professionals who are passionate about financial advisory and committed to excellence. If you have a proven track record in wealth management and a desire to make a meaningful impact in the lives of clients, this position in Novi, MI, provides a rewarding platform to advance your career. Join a firm renowned for its innovative solutions and supportive culture, where your success directly contributes to the prosperity of your clients and the broader community.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Novi, MI area
• Develop and implement comprehensive wealth management strategies tailored to client goals and risk tolerance
• Build and nurture long-term client relationships through proactive outreach and exceptional service
• Conduct financial needs assessments and recommend J.P. Morgan products such as investment portfolios, retirement plans, and estate planning solutions
• Collaborate with branch teams and specialists to deliver holistic financial solutions
• Prospect for new clients within the local community through networking events, referrals, and branch activities
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• 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

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) 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 in Novi, MI, and surrounding areas, including travel as needed

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase systems and tools for wealth management
• Bilingual proficiency in English and another language spoken in the Novi community
• Prior success in generating new business through networking and referrals

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and business development
• Communication and presentation skills
• Problem-solving and critical thinking
• Risk assessment and management
• Proficiency in financial software (e.g., Bloomberg, CRM tools)
• Networking and prospecting
• Empathy and active listening
• Time management and organization
• Adaptability to market changes
• Ethical decision-making
• Team collaboration

Benefits

• Competitive base salary plus uncapped 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 opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness programs
• Wellness initiatives, including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.