J.P. Morgan Wealth Management - Private Client Community Center Advisor - Detroit, MI (Corktown)
JPMorgan Chase Bank, N.A.
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 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. Job 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. 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. Demonstrated ability to provide a holistic view of clients' needs and financial coaching beyond investments and to share financial health education with the 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. 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. 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 #J-18808-Ljbffr JPMorgan Chase Bank, N.A.- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing... ...administrative support to Private Client Advisors within Wealth Management.... ..., on‑site health and wellness centers, a retirement savings plan,...Private client
- ...represent the brand and interact with clients to deliver investment solutions. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,... ...administrative support to Private Client Advisors within Wealth Management. Job...Private client
- ...Description At J.P. Morgan Chase, we have an... ...enthusiasm for helping our clients, taking care of... ...will be front and center representing our... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...Consumer & Community Banking division...CommunityPrivate client
- Job Overview As a private client advisor in Chase Wealth Management, you will represent J.P. Morgan Chase and offer comprehensive financial planning and advice to individuals... ...care coverage, on‑site health and wellness centers, retirement savings plan, backup childcare, tuition...Private client
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$120k - $350k
...ambitious Financial Advisor driven to... ...affluent clients, and shape your... ...(investment management, retirement planning... ...one of Metro Detroit’s premier... ...Google Troy, MI $30,000.00 -$... ...2 weeks ago J.P. Morgan Wealth Management – Private Client... ...re unlocking community knowledge in...CommunityPrivate clientFull timeFlexible hours- ...026 | Americas | Detroit | Wealth Management, Financial Planning... ...and clients. Responsibilities... ...Management includes Private Wealth Management... ...financial goals. Our advisor-led wealth management... ...art on-site health centers in certain... ...offer. Learn More #J-18808-Ljbffr...Full timeWork at office
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$68 - $88 per hour
...process. High School Advisor (PT) - Detroit, MI Part Time Detroit, MI... ...’s most resilient communities. The Academy Group demonstrates... ...persistence to build wealth and become socially... ...team and families to manage the summer pathways... ...@theacademy.group. #J-18808-Ljbffr The...CommunityHourly payPart timeSummer work- Junior Advisor - Single-Family Office | Detroit, MI (Hybrid) Company Overview A private, single-family office in... ...providing comprehensive wealth management, investment... ...best-in-class client service. Position... ...8:30 a.m.-5:00 p.m. ET, Monday-Friday... ...be required. #J-18808-Ljbffr ECG...Full timeCasual workWork at officeMonday to Friday
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$1,978 per week
...Registered Nurse (RN) | Administration / Management Location: Detroit, MI Agency: TRS Healthcare Pay: $1,9... ...systems, critical access hospitals, rural community hospitals, long-term care facilities, trauma centers, standalone clinics, and more. Learn more...CommunityFull timeContract workImmediate startRelocation packageShift work$95k - $110k
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Join to apply for the Shift Manager-Franchise - 3813-Checkers-Detroit, MI (Detroit, MI) role at... ...Manager JN -102025-166186 Private Dining & Reservations Coordinator... ...ago We’re unlocking community knowledge in a new way.... ...with the help of AI. #J-18808-Ljbffr Checkers & Rally...CommunityFull timeShift work$25.6 - $35.2 per hour
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...Description Job Description Center Clinical Medical... ...Care Outpatient Detroit, MI COMPENSATION: $280-... ...and Partnership Our client is a physician-led, mission... ...lives of patients and communities. Role: Salary:... ...225 patients max Manage PCPs and NPs...CommunityWork at officeRelocationMonday to Friday$1,490 per week
...Registered Nurse (RN) | Case Manager Location: Detroit, MI Agency: Core Medical... ..., Michigan, 48236! Client in MI seeking Registered Nurse... ..., and give back to the community by joining the CoreMedical... ...tax residence form) ~ Free Private Housing or Complete Relocation...CommunityHourly payWeekly payDaily paidPermanent employmentFull timeContract workTemporary workRelocationShift work- JPMorganChase is seeking a Private Client Investment Associate in Harper Woods, MI. In this role, you... ...to Private Client Advisors by facilitating operational... ...and engaging in Risk Management. Required... ...operational marketing within Wealth Management. #J-18808-Ljbffr...Private client
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...group of experienced advisors that help... ...financial goals. Our Wealth Advisors conduct thorough... ...to understand a client's short- and long-... ...partners and centers of influence to uncover... ...-quality wealth management practice that provides... ..., Royal Oak, MI, 48067, US 27375 2...Temporary workLocal areaFlexible hours$100k - $115k
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- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...you will be front and center representing our brand... ...needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer...CommunityPrivate clientLocal area
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