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Strategic Wealth Advisor Families

Job in Portage, Kalamazoo County, Michigan, 49002, USA
Listing for: Testing Site - JPMC
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 150000 USD Yearly USD 90000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Strategic Wealth Advisor for Families

J.P. Morgan Chase seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships and deliver personalized investment solutions, leveraging technology to enhance the client experience.

The role emphasizes integrity, client service excellence, and collaboration with partners to deepen client relationships. A strong track record in advisory and required securities licenses are essential.

The Strategic Wealth Advisor for Families position in the Finance, Sales field is open for applications.

This is a great role to take on the Strategic Wealth Advisor for Families role at Testing Site - JPMC.

As a Strategic Wealth Advisor for Families, you will play an important part at Testing Site - JPMC in Portage, MI, United States.

We invite applications for the Strategic Wealth Advisor for Families position located in Portage, MI, United States.

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