Private Client Wealth Advisor

Fairygodboss; Ann Arbor (MI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Financial Advisor in Ann Arbor, Michigan to build relationships and provide personalized investment solutions. The candidate will focus on client acquisition and financial coaching, requiring at least 2 years of financial services experience and necessary licenses.

We offer a competitive rewards package inclusive of health care, retirement savings, and mental health support, emphasizing our 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.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business with personalized investment solutions.
• Provide holistic view of clients' needs and financial coaching.
• Educate clients on technology and channels for managing investments.

Skills

Client acquisition

Relationship management

Financial coaching

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

J.P. Morgan Chase is seeking a Financial Advisor in Ann Arbor, Michigan to build relationships and provide personalized investment solutions. The candidate will focus on client acquisition and financial coaching, requiring at least 2 years of financial services experience and necessary licenses.

We offer a competitive rewards package inclusive of health care, retirement savings, and mental health support, emphasizing our commitment to diversity and inclusion.