Private Client Wealth Advisor

JPMorgan Chase; Plymouth (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Job summary

J.P. Morgan Chase is seeking a Financial Advisor in Plymouth, Michigan, who will build relationships and deliver personalized investment solutions. The ideal candidate will have at least 2 years of experience, the required licenses, and a passion for client education.

This position emphasizes integrity and leadership in building a business. A competitive total rewards package is included, with healthcare, retirement plans, and more available to employees.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship maintenance.
• Valid Series 7 and 66 licenses are required.

Responsibilities

• Support teammates' success and the bank's goals.
• Build a book of business with personalized client solutions.
• Educate clients on technology for investment management.

Skills

Client acquisition

Relationship management

Financial market knowledge

Integrity

Digital confidence 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 Plymouth, Michigan, who will build relationships and deliver personalized investment solutions. The ideal candidate will have at least 2 years of experience, the required licenses, and a passion for client education.

This position emphasizes integrity and leadership in building a business. A competitive total rewards package is included, with healthcare, retirement plans, and more available to employees.