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

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