J.P. Morgan Wealth Management – Private Client Advisor- Grand Rapids, MI and Surrounding Areas

Location: Grand Rapids, MI 49504

Overview

At J.P. Morgan Chase, we are dedicated to helping clients, supporting our employees, building strong relationships, and delivering exceptional service while upholding a strong commitment to diversity and inclusion. Leveraging a broad investment product platform and advanced digital technology, you will be at the forefront of our brand, engaging with clients to provide investment solutions that align with their financial goals. As a Private Client Advisor in Chase Wealth Management, you will deliver comprehensive financial planning and guidance to individuals and families, serving clients across a spectrum from those beginning to save to those with substantial wealth. You will create a superior investor experience by offering advised solutions and referrals to deepen client relationships with Chase partners.

Key responsibilities

• Support teammates and bank goals while promoting a culture of diversity
• Grow a book of business and deliver personalized investment solutions through leadership and relationship building, with an emphasis on relationship management rather than portfolio management
• Demonstrate a solid understanding of financial markets and sound business judgment
• Maintain unwavering integrity and focus on acting in the best interests of clients
• Educate clients about the technology and channels available to monitor, manage, and maintain their investments
• Provide a holistic view of clients' needs and offer financial coaching beyond investments
• Adopt digital innovations to help clients become more digitally confident, enabling them to bank when, where, and how they prefer

Required qualifications, capabilities, and skills

• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
• Proven success in client acquisition, cultivating and maintaining client relationships, and collaborating with key partners
• Strong commitment to goals based planning and advice
• Valid and active Series 7 license
• Valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment
• Valid and active Life, Health and Long Term Care Insurance license 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 product disclosures

Investment and Insurance Products are not FDIC insured and are not insured by any federal government agency. They are not deposits or other obligations of or guaranteed by JPMorgan Chase Bank, N.A. or any of its affiliates and may be subject to investment risks, including possible loss of principal. Investment products and services are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment adviser, member of FINRA and SIPC. Annuities are provided through Chase Insurance Agency, Inc., doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products may not be available in all states.

About us and compensation

Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of products. Our mission is to build engaged, lifelong relationships and place customers at the center of everything we do. We also support small businesses, nonprofits, and cities with solutions for their financial needs.

We offer a competitive total rewards package that includes a base salary determined by role, experience, skill set, and location. Eligible roles may include commission-based pay and/or discretionary incentive compensation paid in cash and/or forfeitable equity in recognition of individual achievements and contributions. A broad benefits program is available based on eligibility, including comprehensive health coverage, on-site health and wellness resources, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Specific details about total compensation and benefits are provided during the hiring process. We value the diverse talents of our workforce and are an equal opportunity employer. We do not discriminate based on protected attributes such as race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or veteran status, pregnancy, disability, or any other basis protected by law. We provide reasonable accommodations for religious practices, beliefs, as well as mental health or physical disability needs. For information about requesting an accommodation, please refer to our FAQs.

The team and culture

The Consumer & Community Banking division supports Chase customers through a wide range of financial services including personal banking, credit cards, mortgages, auto financing, investment guidance, small business loans, and payment processing. We proudly lead in credit card sales and deposit growth, with highly utilized digital solutions, while maintaining top customer satisfaction. Within the Consumer Bank, J.P. Morgan Wealth Management serves clients with comprehensive financial needs, from self-directed and automated investing to full-service advisor relationships. The combined business manages approximately $400 billion in assets, with about 4,000 advisors across 3,500 branches and 21 offices. We work with clients daily to help them achieve their near-term and long-term goals. Our approach to growth emphasizes internal development and mobility to deliver exceptional service, tailored solutions, and innovative thinking as a global leader. We are committed to fostering diverse talent at every level to ensure representation and opportunity for all.