Private Client Wealth Advisor

JPMorgan Chase; Brownstown Charter Township (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is looking for a Financial Advisor in Brownstown Charter Township, Michigan, with a focus on delivering personalized investment solutions and maintaining client relationships. Candidates should have at least 2 years of experience in a Financial Advisor role and hold relevant licenses. A Bachelor's degree and CFP certification are preferred.

We offer competitive compensation, including health coverage, retirement plans, backup childcare, and tuition reimbursement.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid and active Series 7, Series 66, and Life, Health licenses required.

Responsibilities

• Champion and support teammates' success.
• Build a book of business by delivering personalized investment solutions.
• Educate clients on available technologies and services.

Skills

Client acquisition

Relationship management

Financial coaching

Education

Bachelor's degree

Tools

Financial services licenses (Series 7, 66, Life, Health)

Job description

Fairygodboss is looking for a Financial Advisor in Brownstown Charter Township, Michigan, with a focus on delivering personalized investment solutions and maintaining client relationships. Candidates should have at least 2 years of experience in a Financial Advisor role and hold relevant licenses. A Bachelor's degree and CFP certification are preferred.

We offer competitive compensation, including health coverage, retirement plans, backup childcare, and tuition reimbursement.