JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areas
Chesterfield, MI +1 · Full-time · Posted Feb 19, 2026
- Location
- Chesterfield, MI
Clinton Township, MI - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and offering tailored solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, emphasizing relationship management rather than portfolio management.
- Provide holistic financial coaching, goals-based advice, and guidance on digital tools and channels.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, and partnering with key colleagues.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative