J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas

JPMorganChase

Ann Arbor, MI

Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. 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.
Job Responsibilities
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
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
Demonstrate 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
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 integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
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
Preferred Qualifications, Capabilities, And Skills
Certified Financial Planning (CFP) certification is preferred
Bachelor’s degree preferred
Investment And Insurance Products Are
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, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, 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 not available in all states.
About Us
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 financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical 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 our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

Posted 2025-12-29

Recommended Jobs

Wall Assembler

Carter Lumber

Lansing, MI

Do you enjoy working with a team? With your hands? If so, this is a great opportunity to get your foot in the door of a booming industry with one of the nation’s best! Our goal is to employ people wh…

View Details

Posted 2026-01-06

Full Time Service Coordinator

Presbyterian Villages of Michigan

Detroit, MI

To expedite your interest, please visit to complete an application (include compensation expectations). Presbyterian Villages of Michigan, a senior living community and services faith-based non-p…

View Details

Posted 2025-07-28

Remote Travel Advisor

It's time by Nicole

Detroit, MI

Are you passionate about travel and dream of turning wonderlust into a rewarding career? Look no further! We are offering a unique remote opportunity for individuals like you to become a remote Tr…

View Details

Posted 2025-12-08

GROUPS Director

The Foundry Church

Zeeland, MI

Top 3: 1. Facilitating and ownership of Foundry Groups 2. Discipleship of leaders 3. Teaching in discipleship and onboarding settings Nuts and Bolts of Top 3: Creatively build spaces an…

View Details

Posted 2026-01-09

Software Engineer (MULTIPLE POSITIONS) (REF261567R)

Bosch Group

Plymouth, MI

Company Description Robert Bosch LLC seeks Software Engineer (MULTIPLE POSITIONS) at its facility located at 15000 N Haggerty Road, Plymouth, Michigan 48170. Develop software for brake modulatio…

View Details

Posted 2025-12-19

Testing & Development Engineer - Mid Level

JLG Industries Inc

New Hudson, MI

About Pratt Miller, an Oshkosh company Pratt Miller is a product development company in motorsports, defense, and mobility industries providing clients with product engineering and low-volume pr…

View Details

Posted 2026-01-09

Sales Associate

Baker Allegan

Allegan, MI

ARE YOU READY TO HAVE FUN WHILE AT WORK??!!??!! Baker Chevrolet in Allegan is looking for motivated individuals that are ready to begin their career!! Here is your opportunity to join an amazing tea…

View Details

Posted 2025-10-21

Senior Overhead Transmission Line Structural Engineer

Black & Veatch Family of Companies

Ann Arbor, MI

Why Black and Veatch Black and Veatch allows you to lend your talent and perspective to humanity’s biggest challenges in a flexible environment where you are empowered to grow and explore new poss…

View Details

Posted 2025-11-11

Tool Maker - Otsego Area

The Pivot Group Network

Otsego, MI

Tool Maker | Otsego, MI Salary Range: $54,000 - $86,000 depending on experience Are you ready to take on a challenging and rewarding opportunity in {{role_field}}? The Pivot Group…

View Details

Posted 2026-01-04