JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Waterford, MI and and Surrounding areas
Waterford, MI · Full-time · Posted Feb 12, 2026
- Experience
- At least 2 years; equivalent financial services experience is accepted.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions through J.P. Morgan’s wealth management platform.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients about available digital tools and provide financial coaching beyond investments.
- Support teammates and bank goals while delivering an exceptional client experience.
What they ask for
- 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.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain those licenses within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative