Private Client Advisor – Wealth & Digital Solutions

JPMorganChase; Canton Charter Township (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Retirement savings plan

Mental health support

Job summary

A leading global financial services firm in Canton, MI seeks a Private Client Advisor to provide comprehensive financial planning and exceptional client service. The ideal candidate will have a strong track record in client acquisition and maintain relationships, supported by valid financial licenses. This role emphasizes relationship management over portfolio management, requiring integrity and a passion for educating clients on financial solutions.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid and active licenses required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Foster a culture of diversity and champion team success.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial advising

Integrity

Digital literacy

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading global financial services firm in Canton, MI seeks a Private Client Advisor to provide comprehensive financial planning and exceptional client service. The ideal candidate will have a strong track record in client acquisition and maintain relationships, supported by valid financial licenses. This role emphasizes relationship management over portfolio management, requiring integrity and a passion for educating clients on financial solutions.