J.P. Morgan Wealth Management – Private Client Advisor – Bloomfield Hills, MI and Surrounding Areas

Join JPMorgan Chase as a Private Client Advisor in Bloomfield Hills, Michigan, where you'll build meaningful relationships with high-net-worth individuals while delivering world-class wealth management solutions tailored to their unique financial goals.

About the Role

As a Private Client Advisor at JPMorgan Chase Wealth Management, you'll serve as a trusted financial partner to affluent clients throughout Bloomfield Hills and surrounding Oakland County communities. This full-time position combines personalized advisory expertise with access to JPMorgan Chase's comprehensive suite of investment, banking, and planning services. You'll leverage our proprietary research, advanced digital platforms, and thought leadership to guide clients through complex financial decisions—from portfolio management and estate planning to business succession and tax optimization.

What You'll Do

• Develop comprehensive wealth strategies aligned with each client's long-term objectives and risk tolerance
• Manage and grow a client portfolio through relationship building, discovery conversations, and ongoing advisory engagement
• Present investment ideas and solutions backed by JPMorgan Chase's research and market insights
• Coordinate with internal specialists including tax advisors, trust officers, and institutional bankers to deliver holistic solutions
• Maintain detailed client records and ensure exceptional service delivery at every touchpoint
• Represent JPMorgan Chase's brand values of integrity, excellence, and commitment to diversity and inclusion

What We're Looking For

• Series 7, 65, or equivalent securities license (or willingness to obtain)
• Minimum 3–5 years of wealth management, financial advisory, or investment experience
• Proven track record of building and maintaining strong client relationships
• Deep understanding of investment products, tax implications, and estate planning concepts
• Comfort with digital tools and platforms to enhance client experience
• Excellent communication skills with the ability to translate complex financial concepts for diverse clients
• Collaborative mindset and ability to work cross-functionally within a large organization

About JPMorgan Chase

JPMorgan Chase is a leader in financial services, committed to serving clients with integrity and innovation. We invest in our people, celebrate diverse perspectives, and create an inclusive workplace where everyone can thrive.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.