Private Client Wealth Advisor

Aumni; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan is looking for a Private Client Advisor to provide financial planning and investment solutions in Grand Blanc, MI. This role involves building strong client relationships and supporting diverse financial needs, ensuring an exceptional investor experience.

You will leverage your financial expertise, demonstrating integrity and commitment to client education. A valid Series 7 license and at least 2 years of relevant experience are required. Enjoy a competitive rewards package and a culture that values diversity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Provide holistic financial coaching beyond investment needs.
• Educate clients on technology and available services.

Skills

Financial advising

Client relationship management

Investment solutions

Financial planning

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Job description

J.P. Morgan is looking for a Private Client Advisor to provide financial planning and investment solutions in Grand Blanc, MI. This role involves building strong client relationships and supporting diverse financial needs, ensuring an exceptional investor experience.

You will leverage your financial expertise, demonstrating integrity and commitment to client education. A valid Series 7 license and at least 2 years of relevant experience are required. Enjoy a competitive rewards package and a culture that values diversity.