J.P. Morgan Wealth Management – Private Client Advisor - Traverse City, MI and Surrounding Areas

Location: Traverse City, 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 Traverse City, MI, and surrounding areas. In this role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions that align with their unique goals. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies and retirement planning to estate preservation and philanthropic giving. This position is ideal for a client-focused professional passionate about building lasting relationships in a vibrant community like Traverse City, where personalized service drives success. Your primary focus will be on understanding client needs through in-depth consultations and crafting bespoke financial plans using J.P. Morgan's advanced tools and research. You will collaborate with internal partners to offer seamless integration of banking, lending, and advisory services, ensuring clients receive holistic support. Business development is key, as you identify opportunities within the local market to grow your book of business while adhering to the highest standards of ethics and compliance. With a commitment to excellence, you will empower clients to achieve financial security and pursue their aspirations in this dynamic role. J.P. Morgan Wealth Management is renowned for its client-centric approach and innovative solutions, backed by one of the world's leading financial institutions. As a Private Client Advisor, you will benefit from ongoing training, cutting-edge technology, and a supportive team environment designed to foster professional growth. If you thrive in a branch-based setting and are eager to make a meaningful impact in the Traverse City community, this opportunity allows you to combine your financial acumen with interpersonal skills to deliver exceptional value.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in Traverse City, MI and surrounding areas
• Develop and maintain long-term relationships with clients through comprehensive needs assessments and tailored solutions
• Conduct financial reviews, portfolio analyses, and retirement planning to optimize client outcomes
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment services
• Identify and pursue business development opportunities within the local community to expand client base
• Ensure all advisory activities comply with J.P. Morgan Chase policies, SEC, and FINRA regulations
• Educate clients on market trends, risk management, and wealth preservation strategies
• Utilize J.P. Morgan's proprietary tools and research to recommend suitable investment products
• Monitor client portfolios and proactively adjust strategies based on life events and market changes
• Participate in branch events and networking to promote J.P. Morgan Wealth Management services

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3-5 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a branch or advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch environment serving Traverse City, MI and surrounding areas
• Clean regulatory history with no U.S. Securities and Exchange Commission or FINRA sanctions

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience in J.P. Morgan Chase systems and platforms or similar large financial institutions
• Bilingual proficiency in English and Spanish to serve diverse client bases in Michigan
• Previous success in growing client assets under management in a community-focused market
• Knowledge of local economic trends and opportunities in Traverse City and surrounding regions

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC, FINRA)
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and business development
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Market research and trend analysis
• Negotiation and advisory persuasion
• Team collaboration in a branch setting
• Adaptability to local client needs in Traverse City

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates moving to Traverse City, MI area

JP Morgan Chase is an equal opportunity employer.