Private Client Wealth Advisor

JPMorgan Chase; Hartland Township (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

Fairygodboss is seeking a Financial Advisor in Hartland Township, Michigan, to build relationships and deliver personalized investment solutions. The ideal candidate will have at least 2 years of experience in financial services and strong knowledge of financial markets.

We offer a competitive total rewards package including health coverage, retirement plans, and various support programs. Join us in our commitment to diversity and inclusion as an equal opportunity employer.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated commitment to goals-based planning and advice.
• Valid licenses required or obtainable within 60 days.

Responsibilities

• Support teammates' success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and channels.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding financial markets

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Financial Advisor in Hartland Township, Michigan, to build relationships and deliver personalized investment solutions. The ideal candidate will have at least 2 years of experience in financial services and strong knowledge of financial markets.

We offer a competitive total rewards package including health coverage, retirement plans, and various support programs. Join us in our commitment to diversity and inclusion as an equal opportunity employer.