J.P. Morgan Wealth Management – Private Client Advisor - Portage / Benton Harbor, MI

Location: Portage, 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 team in Portage/Benton Harbor, MI. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a branch-based advisor, you will leverage J.P. Morgan's global resources and cutting-edge tools to help clients achieve their financial goals, from retirement planning to legacy building. This position offers the opportunity to build lasting relationships in a dynamic, community-focused environment while contributing to the growth of one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial situations, risk profiles, and aspirations to create personalized investment strategies. You will collaborate with J.P. Morgan's network of experts to offer a full spectrum of services, including access to exclusive investment opportunities, banking integration, and philanthropic advisory. In the Portage/Benton Harbor market, you will engage with local businesses, families, and professionals, fostering trust through proactive advice and exceptional service. Compliance and ethical standards are paramount, ensuring all recommendations align with regulatory requirements and J.P. Morgan's commitment to integrity. Success in this role requires a passion for helping others navigate complex financial landscapes, combined with strong analytical skills and a client-centric approach. You will thrive in a collaborative branch setting, driving asset acquisition and retention while upholding J.P. Morgan's reputation for excellence. Join us to make a meaningful impact on clients' lives and advance your career in wealth management at a firm renowned for innovation and stability.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Portage/Benton Harbor branches
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax optimization
• Prospect for new clients through community events, referrals, and branch networking in the local Michigan market
• Conduct regular client reviews and portfolio assessments to ensure alignment with financial goals and risk tolerance
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic financial solutions
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Educate clients on J.P. Morgan's suite of investment products, such as mutual funds, ETFs, and alternative investments
• Monitor market trends and economic conditions to proactively advise clients on opportunities and risks
• Maintain accurate records of client interactions and transactions using J.P. Morgan's CRM systems
• Contribute to branch goals by driving asset growth and client satisfaction metrics

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 services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment products, and regulatory compliance
• Ability to work in a branch-based setting in Portage or Benton Harbor, MI
• 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, particularly in Spanish, to serve diverse client bases in Michigan
• Prior success in generating new business through networking and referrals in community settings
• Knowledge of local economic factors affecting clients in the Portage/Benton Harbor area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and business development
• CRM software proficiency (e.g., Salesforce)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Knowledge of tax and estate planning
• Market research and trend analysis
• Team collaboration
• Ethical decision-making

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 access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible candidates moving to the Portage/Benton Harbor area

JP Morgan Chase is an equal opportunity employer.