Community Private Client Advisor: Wealth & Local Impact

Next Frontier Capital; Detroit (MI); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Health care

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Wealth Management seeks a Community Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to individuals and families, with a focus on uplifting the local community.

You will build a book of business through relationship management, educate clients on digital tools, and collaborate with partners to deliver holistic financial coaching and exceptional investor experiences.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management.
• Ability to deliver holistic financial planning and education beyond investments.

Responsibilities

• Host and participate in Community Events with the Community Manager.
• Support teammates and foster a culture of diversity and inclusion.
• Build a book of business by delivering personalized investment solutions through relationships.

Skills

Client relationships

Financial planning

Series 7

Series 66

Life/Health license

Financial coaching

Education

Bachelor's degree preferred

Series 7/66 licensing

Job description

J.P. Morgan Wealth Management seeks a Community Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to individuals and families, with a focus on uplifting the local community.

You will build a book of business through relationship management, educate clients on digital tools, and collaborate with partners to deliver holistic financial coaching and exceptional investor experiences.