Private Client Wealth Advisor
JPMorgan Chase
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Benefits offered by this job
Job summary
Fairygodboss is seeking a Financial Advisor in Clinton Charter Township, MI. This role requires at least 2 years of relevant experience and essential licenses like Series 7 and Series 66. Candidates will focus on client acquisition and relationship management, delivering personalized investment solutions.
Our commitment to diversity and inclusion drives a supportive workplace, complemented by a competitive total rewards package and extensive benefits including health care coverage and financial coaching.
Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in cultivating and maintaining client relationships.
- Commitment to goals-based planning and advice.
Responsibilities
- Champion and support your teammates' success and goals.
- Build a book of business and deliver personalized investment solutions.
- Educate clients on technology tools for managing investments.
Skills
Education
Tools
Job description
Fairygodboss is seeking a Financial Advisor in Clinton Charter Township, MI. This role requires at least 2 years of relevant experience and essential licenses like Series 7 and Series 66. Candidates will focus on client acquisition and relationship management, delivering personalized investment solutions.
Our commitment to diversity and inclusion drives a supportive workplace, complemented by a competitive total rewards package and extensive benefits including health care coverage and financial coaching.
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