JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Community Center Advisor - Detroit, MI (Corktown)
Detroit, MI · Full-time · Posted May 20, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides financial planning, investment advice, and financial coaching to individuals and families while building client relationships and engaging with the local community.
What you'll do
- Build a book of business and provide personalized investment solutions, goals-based advice, and financial coaching.
- Cultivate client relationships and educate clients on investment technology and digital banking tools.
- Engage in community events, volunteer leadership groups, and financial education activities.
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 integrating with key partners; ability to provide goals-based planning and holistic financial coaching.
- Valid and active Series 7 license.
- 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