Private Client Wealth Advisor - Growth & Digital Solutions

TwinThread; Novi (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Join J.P. Morgan Chase as a Private Client Advisor in Novi, MI. You'll provide personalized financial planning and support to a variety of clients, enhancing their investment experience.

We're looking for someone with at least 2 years in financial advising, strong relationship management skills, and a commitment to a culture of diversity. Benefits include competitive compensation and a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating relationships.
• A valid and active Series 7 and Series 66 license.

Responsibilities

• Champion and support teammates' success while fostering a culture of diversity.
• Build a book of business to deliver personalized investment solutions.
• Demonstrate unwavering integrity towards clients.

Skills

Client acquisition

Relationship management

Financial advising

Financial markets understanding

Integrity

Education

Bachelor’s degree

CFP® certification

Tools

Financial planning software

Job description

Join J.P. Morgan Chase as a Private Client Advisor in Novi, MI. You'll provide personalized financial planning and support to a variety of clients, enhancing their investment experience.

We're looking for someone with at least 2 years in financial advising, strong relationship management skills, and a commitment to a culture of diversity. Benefits include competitive compensation and a commitment to diversity and inclusion.