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

Location: Sandusky, 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 Sandusky, MI, serving clients in Saint Clair County and surrounding areas. In this role, you will act as a trusted financial partner, delivering comprehensive wealth management solutions to individuals and families. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from retirement planning and investment strategies to estate and tax optimization. Our advisors thrive in a collaborative environment where innovation meets client-centric service, contributing to the firm's legacy of excellence in the financial services industry. As a Private Client Advisor, your day-to-day will involve building deep relationships with clients, conducting thorough needs assessments, and crafting personalized financial plans aligned with their unique goals. You will recommend a full spectrum of J.P. Morgan products, including mutual funds, annuities, and alternative investments, while ensuring all advice adheres to the highest standards of fiduciary responsibility and regulatory compliance. Working from our Sandusky branch, you will engage with the local community through events and referrals, driving sustainable growth while fostering trust in one of the world's leading financial institutions. This position offers the opportunity to grow within J.P. Morgan Chase, with access to advanced training, cutting-edge tools, and a supportive network of professionals. If you are passionate about empowering clients to achieve financial security and success, we invite you to bring your expertise to our team and make a meaningful impact in the lives of families across Michigan.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in Saint Clair County and surrounding areas
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend tailored investment strategies, retirement planning, estate planning, and wealth transfer solutions using J.P. Morgan's suite of products
• Conduct client meetings, seminars, and workshops to educate on market trends and financial opportunities
• Collaborate with branch teams and J.P. Morgan specialists to deliver comprehensive wealth management services
• Monitor client portfolios, adjust strategies based on performance and life changes, and ensure compliance with SEC and FINRA regulations
• Prospect for new clients through networking, referrals, and community involvement in Sandusky, MI
• Prepare financial reports, projections, and documentation for client reviews and internal audits
• Stay updated on economic conditions, tax laws, and J.P. Morgan's investment research to provide informed advice
• Drive business growth by achieving sales targets for advisory fees, mutual funds, and alternative investments

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 retail banking or advisory environment
• Strong understanding of financial planning, investment products, and regulatory compliance
• Ability to work independently in a branch-based setting serving Saint Clair County and surrounding areas
• Valid driver's license and willingness to travel within the region

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
• Background in serving high-net-worth individuals and families in Michigan communities
• Fluency in financial software like Bloomberg or CRM platforms
• Previous success in meeting sales targets for investment and advisory services

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, ETFs, alternatives)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC guidelines)
• Financial planning software proficiency (e.g., MoneyGuidePro, eMoney)
• Sales and negotiation techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Market research and economic trend analysis
• CRM system expertise (e.g., Salesforce)
• Ethical decision-making in high-stakes environments
• Adaptability to local market dynamics in Michigan

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with low employee premiums
• 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 for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for qualifying candidates moving to the Sandusky, MI area

JP Morgan Chase is an equal opportunity employer.