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

Location: Troy, 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 Troy, MI branch and serve clients in surrounding areas. In this branch-based role, you will deliver comprehensive financial planning and tailored advice to individuals and families, helping them achieve their long-term wealth objectives. As a key member of our Wealth Management team, you will leverage J.P. Morgan's global resources and innovative tools to provide holistic solutions, including investment management, retirement planning, and estate strategies. This position offers the opportunity to build meaningful client relationships in a dynamic, supportive environment while contributing to the growth of one of the world's leading financial institutions. Your primary focus will be on understanding each client's unique financial situation, goals, and risk profile to create personalized strategies that align with J.P. Morgan's commitment to excellence in wealth management. You will collaborate with branch colleagues, such as Chase bankers and specialists, to offer integrated services that enhance client satisfaction and loyalty. Prospecting for new business through local networking in the Troy and greater Michigan area will be essential, as you identify opportunities to bring high-net-worth individuals into our fold. Compliance with all regulatory standards and J.P. Morgan policies is paramount, ensuring trust and integrity in every interaction. This role demands a client-centric approach, combining deep financial expertise with exceptional interpersonal skills to foster lasting partnerships. You will stay abreast of market developments and economic shifts to proactively adjust recommendations, empowering clients to navigate complex financial landscapes confidently. Joining J.P. Morgan Wealth Management means becoming part of a prestigious firm renowned for its innovative solutions and unwavering dedication to client success, with ample opportunities for professional growth and impact in the financial services industry.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Troy, MI branch and surrounding areas
• Develop and maintain long-term relationships with clients by understanding their financial goals, risk tolerance, and life objectives
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and portfolio management
• Identify opportunities to deepen client relationships by recommending J.P. Morgan Wealth Management products and services
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth solutions
• Prospect for new clients through community networking, referrals, and local events in the Troy and surrounding Michigan markets
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor market trends and economic conditions to adjust client portfolios proactively
• Educate clients on investment options, tax implications, and risk management strategies
• Track and report on client portfolio performance and advisory outcomes to meet business goals

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 strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience working in a J.P. Morgan Chase branch or similar high-net-worth advisory role
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency to serve diverse client bases in the Troy, MI area
• Previous success in generating new business through referrals and networking

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
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and persuasion
• 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 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
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates in the Troy, MI area

JP Morgan Chase is an equal opportunity employer.