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Private Client Advisor: Wealth & Relationship Expert; MI
Job in
Portage, Kalamazoo County, Michigan, 49002, USA
Listed on 2026-07-10
Listing for:
JPMorgan Chase Bank, N.A.
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Portage, Michigan. The role focuses on providing comprehensive financial planning and advice tailored to individuals and families, with a strong emphasis on building client relationships and delivering personalized investment solutions.
Successful candidates will bring at least two years of financial advisory experience, hold the necessary licenses, and demonstrate a commitment to diversity and exceptional customer service. The position offers competitive rewards, including health care, retirement plans, and various employee benefits.
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