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

Location: Plymouth, 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 Plymouth, MI, and serve clients in surrounding areas. As a key member of our team, you will deliver comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's global resources and expertise, you will create tailored strategies that encompass investments, retirement planning, tax optimization, and estate management. This role is ideal for a passionate advisor who thrives in a client-centric environment and is committed to upholding the highest standards of integrity and service in the financial services industry. Your day-to-day responsibilities will include building meaningful relationships with high-net-worth clients, conducting in-depth financial assessments, and recommending personalized solutions from J.P. Morgan's robust portfolio of products, including Chase banking services, J.P. Morgan Investment Management funds, and alternative investments. You will collaborate with cross-functional teams to provide seamless, holistic advice while ensuring all recommendations comply with regulatory frameworks. Success in this position requires a proactive approach to client acquisition through local networking, referrals, and community engagement, all while fostering loyalty and trust that drives sustainable business growth. J.P. Morgan Wealth Management offers an unparalleled platform for professional growth, with access to cutting-edge tools, ongoing training, and a supportive culture that values innovation and excellence. If you are a licensed financial professional with a proven track record in wealth advisory and a passion for empowering clients' financial futures, join us to make a lasting impact in the Plymouth community and beyond.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Plymouth, MI area and surrounding communities
• Develop and implement comprehensive wealth management strategies, including portfolio construction, retirement planning, and estate planning
• Prospect and acquire new clients through branch referrals, community events, and networking within J.P. Morgan's ecosystem
• Conduct regular client reviews to assess financial goals, adjust strategies, and ensure alignment with market conditions
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Maintain compliance with all regulatory requirements, including documenting advice and transactions per FINRA and SEC guidelines
• Educate clients on J.P. Morgan's suite of products, such as Chase Private Client services and J.P. Morgan Investment Management offerings
• Monitor market trends and economic developments to proactively advise clients on opportunities and risks
• Build long-term relationships to drive client retention and referrals within the local community
• Participate in branch-based initiatives to enhance the overall client experience at J.P. Morgan Wealth Management

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
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management sector
• Ability to work independently in a branch-based setting while collaborating with J.P. Morgan teams
• 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 products and services or similar high-net-worth client advisory roles
• Familiarity with CRM systems like Salesforce and financial planning software
• Previous success in generating new business through referrals and networking in the Michigan market
• Master's degree in finance or related discipline

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
• CRM software proficiency (e.g., Salesforce)
• Financial planning software expertise
• Market trend analysis
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Team collaboration in a corporate environment

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 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 access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates in the Plymouth, MI area

JP Morgan Chase is an equal opportunity employer.