Private Client Advisor Jobs in Michigan
Private Client Advisor jobs in Michigan are active and competitive, concentrated in wealth management, banking, and financial services, with openings at every level from associate advisor through senior relationship manager. Detroit, Grand Rapids, and Ann Arbor lead hiring, anchored by established firms like Comerica, Flagstar Bank, and Edward Jones, all of which maintain a strong Michigan presence. The most in-demand specialties are high-net-worth portfolio management, trust and estate planning, and private banking relationship management. Find a role that fits below and apply directly.
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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.
- 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
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• 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
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.
See All 35 Private Client Advisor Jobs in Michigan
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Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Michigan
Where Michigan roles are concentrated, by current openings.
Private Client Advisor Job Market in Michigan
A snapshot from current Michigan openings, updated as new roles post.
Who's Hiring


Top Industries Hiring
- Fintech23
- Banking & Financial Services23
- Investment & Asset Management23
What Michigan Employers Look For
The qualifications that appear most often in private client advisor jobs across Michigan.
- Active FINRA Series 65 or Series 66 license recognized in Michigan
- Bachelor's degree in finance, business, or a closely related field
- Demonstrated experience managing high-net-worth or ultra-high-net-worth client relationships
- Proficiency with CRM platforms and financial planning software such as eMoney or Salesforce
- CFP designation or active progress toward Certified Financial Planner certification preferred
- Strong knowledge of trust administration, estate planning, and tax-advantaged investment strategies
Private Client Advisor Jobs in Michigan: Frequently Asked Questions
How do you become a private client advisor in Michigan?
Most Michigan employers require a bachelor's degree in finance, business, or economics plus FINRA licensing, typically the Series 65 or a combined Series 7 and Series 66, which you obtain through FINRA's registration process and a sponsoring firm. Michigan does not issue a separate state-specific investment adviser license for employees of registered firms, but the Michigan Department of Insurance and Financial Services oversees adviser registrations for independent practitioners. Many candidates begin in retail banking or financial planning roles before moving into private client work.
How much do private client advisors make in Michigan?
Private client advisors in Michigan earn a median of about $77,930 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $44,780 for the lowest 10% to over $288,860 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Michigan?
Employers hiring private client advisors in Michigan right now include JPMorganChase and KeyBank, based on current listings on Migrate Mate as of September 2026. Michigan's deep concentration of regional banks, credit unions, and independent wealth management firms means hiring is distributed across both large institutions and boutique advisory practices.
Which Michigan cities have the most private client advisor jobs?
Novi, Canton, and Flushing have the most private client advisor openings in Michigan. Detroit and its suburbs drive the largest share of postings because of the regional headquarters of major banks and wealth management firms there, while Grand Rapids and Ann Arbor generate consistent openings through their growing financial services sectors and the high-net-worth client bases tied to West Michigan's manufacturing wealth and University of Michigan's professional community.
Are there remote private client advisor jobs in Michigan?
Yes, but they're limited, because private client advisory work is relationship-intensive and most firms expect advisors to meet high-net-worth clients in person. About 0% of private client advisor openings tied to Michigan are remote or hybrid as of September 2026, with the fully remote opportunities concentrated in financial planning analysis and portfolio review work rather than front-line client relationship management.
How can I get hired as a private client advisor in Michigan with little or no experience?
The most realistic entry path is starting in a retail banking or financial services associate role at a Michigan institution like Comerica or Flagstar, where internal mobility programs move high performers into private client divisions. Edward Jones also runs a structured financial advisor program that recruits candidates without prior advisory experience and provides licensing support. Earning your Series 65 license before applying and beginning the CFP coursework signals commitment and gives you a meaningful edge over candidates with similar backgrounds.
Where can I find and apply to private client advisor jobs in Michigan?
You can find and apply to private client advisor jobs in Michigan on Migrate Mate, which lists current Michigan openings across wealth management firms, regional banks, and independent advisory practices. Find roles that match your experience and specialization and apply directly to each employer.
See All 35 Private Client Advisor Jobs in Michigan
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