J.P. Morgan Wealth Management - Private Client Community Center Advisor - Detroit, MI (Corktown)

JPMorgan Chase & Co.•Detroit, MI

12d•Onsite

About The Position

As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families. You have a passion for uplifting the community where the community branch is located. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Requirements

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
Demonstrated ability to provide holistic view of clients’ needs and financial coaching beyond investments and to share financial health education with community.
A valid and active Series 7
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

Nice To Haves

Certified Financial Planning (CFP®) certification is preferred
Bachelor’s degree preferred

Responsibilities

Have a passion for uplifting the community through engagement, involvement, and cultivating relationships by hosting and participating in Community Events, with your Community Manager.
Be involved in local community volunteer leadership groups (VLGs) and Market Leadership Team (MLT) sponsored events (Ex. Back to School Events, Managing Debt Workshops, pop up shop openings, business openings, community events and educational involvement).
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion.
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management by demonstrating a deep understanding of financial markets and sound business judgement.
Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.