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

JPMorganChase Grand Rapids, MI

17d ago

Full time Advisor Areas Banking

Advisor Areas Banking

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Job Description

A Private Client Advisor within Chase Wealth Management delivers comprehensive financial planning and personalized investment guidance to individuals and families, building a book of business through digital channels.

Responsibilities

Support teammates and the bank's goals while fostering a culture that values diversity and inclusion.
Develop and manage a client book, delivering tailored investment solutions through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
Demonstrate a deep understanding of financial markets and sound business judgment.
Uphold unwavering integrity, doing what is right for clients at every opportunity.
Educate clients on the technology and channels available to monitor, maintain, and access their investments.
Provide a holistic view of client needs and extend financial coaching beyond investments.
Embrace digital innovations to help clients bank when, where, and how they want, increasing digital confidence.

Requirements

Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
Proven success in client acquisition, cultivating and maintaining client relationships, and collaborating with key partners.
Demonstrated ability and commitment to goals-based planning and advice.
Valid and active Series 7 license.
Valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment.
Valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.
Location: Grand Rapids, MI (onsite).

Benefits

Base salary determined by the role, experience, skills, and location.
Commission-based pay and discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions.
Comprehensive health care coverage.
On-site health and wellness centers.
Retirement savings plan.
Backup childcare.
Tuition reimbursement.
Mental health support.
Financial coaching.

Investment and Insurance Products are

Not FDIC insured
Not insured by any federal government agency
Not a deposit or other obligation of, or guaranteed by, JPMORGAN CHASE BANK, N.A. or any of its affiliates
Subject to investment risks, including possible loss of the principal amount invested

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