At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63 / 65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
- Certified Financial Planning (CFP) certification is preferred
- Bachelor’s degree preferred
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, . OR ANY OF ITS AFFILIATES
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through . Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida. JPMS, CIA and JPMorgan Chase Bank, . are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
J.P. Morgan Wealth Management - Private Client Advisor - Plymouth, MI and Surrounding areas
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated invest...
J.P. Morgan Wealth Management - Private Client Advisor - Plymouth, MI and Surrounding areas
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
J.P. Morgan Wealth Management - Private Client Advisor - Redford / Bloomfield Hills, MI and Surrounding areas
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated invest...
J.P. Morgan Wealth Management – Private Client Advisor - Novi, MI and Surrounding areas
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer ser...
J.P. Morgan Wealth Management - Private Client Advisor - Novi, MI and Surrounding areas
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Private Client Advisor
Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. The Pri...
J.P. Morgan Wealth Management - Private Client Advisor - Canton, MI and Surrounding areas
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Wealth Associate - Vice President | MOOSHI Wealth Planning & Management
The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors’ time. Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client’s f...
Financial Advisor - Southeast Metro Detroit and Washtenaw County
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Insurance products, securities and investment advisory services are provided by appropriately appointed and licens...
Full time Flexible Nanny (Novi and Surrounding Areas)
Are your middle names "Upbeat" and "Tolerant"? Do you love brightening the future of children? Do you enjoy supporting the learning and development of children? Do you enjoy arts and crafts, playing games, meal prep, and telling a good bedtime story? Stop the stroller and put down the toy dinosaur, ...