JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Fort Gratiot, MI and Surrounding areas
Fort Gratiot, MI · Full-time · Posted Feb 23, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and offering advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching, goals-based advice, and education on digital banking and investment channels.
- Support teammates and bank goals while fostering a diverse, client-focused culture.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integration with key partners.
- Valid and active Series 7 license.
- Valid and 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