JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surro
JPMorganChase, Ann Arbor, Michigan, us, 48113
Overview
J.P. Morgan Wealth Management - Private Client Advisor role in Ann Arbor, MI, and surrounding areas. The position involves helping clients with comprehensive financial planning and investment solutions, leveraging a broad investment product and digital technology platform to deliver exceptional service while supporting diversity and inclusion. Responsibilities
Champion and support teammates’ success and the bank’s goals, fostering a culture of diversity. Build a book of business and deliver personalized investment solutions through relationship management with a focus on client relationships (not portfolio management). Demonstrate a deep understanding of financial markets and sound business judgment. Exhibit integrity and a commitment to doing right by clients. Educate clients on technology and channels to monitor, maintain, and manage their investments. Provide a holistic view of clients’ needs and financial coaching beyond investments. Embrace digital innovations to help clients become digitally confident and bank as they prefer. Required Qualifications, Capabilities, And Skills
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 collaborating with key partners. Demonstrated ability and commitment to goals-based planning and advice. A valid and active Series 7 license. A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment. A valid and active Life, Health and Long Term Care Insurance license is 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 Products
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor. Annuities are available through Chase Insurance Agency, Inc. (CIA). JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us
Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We offer a competitive total rewards package including base salary, potential commission-based pay, discretionary incentive compensation, and a range of benefits based on eligibility. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About The Team
Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. J.P. Morgan Wealth Management provides offerings ranging from self-directed and automated investing to full-service advisor relationships, with a large presence across branches and offices.
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J.P. Morgan Wealth Management - Private Client Advisor role in Ann Arbor, MI, and surrounding areas. The position involves helping clients with comprehensive financial planning and investment solutions, leveraging a broad investment product and digital technology platform to deliver exceptional service while supporting diversity and inclusion. Responsibilities
Champion and support teammates’ success and the bank’s goals, fostering a culture of diversity. Build a book of business and deliver personalized investment solutions through relationship management with a focus on client relationships (not portfolio management). Demonstrate a deep understanding of financial markets and sound business judgment. Exhibit integrity and a commitment to doing right by clients. Educate clients on technology and channels to monitor, maintain, and manage their investments. Provide a holistic view of clients’ needs and financial coaching beyond investments. Embrace digital innovations to help clients become digitally confident and bank as they prefer. Required Qualifications, Capabilities, And Skills
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 collaborating with key partners. Demonstrated ability and commitment to goals-based planning and advice. A valid and active Series 7 license. A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment. A valid and active Life, Health and Long Term Care Insurance license is 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 Products
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor. Annuities are available through Chase Insurance Agency, Inc. (CIA). JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us
Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We offer a competitive total rewards package including base salary, potential commission-based pay, discretionary incentive compensation, and a range of benefits based on eligibility. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About The Team
Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. J.P. Morgan Wealth Management provides offerings ranging from self-directed and automated investing to full-service advisor relationships, with a large presence across branches and offices.
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