Private Client Advisor: Wealth Planning & Digital

JPMorgan Chase & Co.; Portage (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in Portage, MI. The role focuses on delivering personalized investment solutions while fostering a strong client-centric environment. Ideal candidates will have experience in client acquisition and strong relationship management skills. A team-oriented approach and knowledge of financial markets are essential. The firm offers competitive compensation and extensive benefits, including health care coverage, financial coaching, and a commitment to diversity and inclusion.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.
• Embrace digital innovations to enhance client interaction.

Skills

Client acquisition

Relationship management

Goal-based planning

Financial market understanding

Financial coaching

Digital technology proficiency

Education

Valid and active Series 7

Valid and active Series 66 (63/65)

Valid and active Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Portage, MI. The role focuses on delivering personalized investment solutions while fostering a strong client-centric environment. Ideal candidates will have experience in client acquisition and strong relationship management skills. A team-oriented approach and knowledge of financial markets are essential. The firm offers competitive compensation and extensive benefits, including health care coverage, financial coaching, and a commitment to diversity and inclusion.