Holistic Wealth Advisor for Private Clients

JPMorganChase; Novi (MI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm located in Novi, MI is searching for a Private Client Advisor to offer comprehensive financial planning and investment advice. The ideal candidate will have a minimum of 2 years of experience in financial advisory roles, with a strong focus on building client relationships and providing personalized solutions. This position requires integrity and a commitment to client needs, alongside relevant licenses. A competitive rewards package is offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and maintaining relationships.
• Commitment to goals-based planning.

Responsibilities

• Deliver personalized investment solutions to clients.
• Provide holistic view of clients’ financial needs.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Cross-selling

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

A leading financial services firm located in Novi, MI is searching for a Private Client Advisor to offer comprehensive financial planning and investment advice. The ideal candidate will have a minimum of 2 years of experience in financial advisory roles, with a strong focus on building client relationships and providing personalized solutions. This position requires integrity and a commitment to client needs, alongside relevant licenses. A competitive rewards package is offered.