Private Digital-Forward Wealth Advisor

JPMorganChase; Grand Rapids (MI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Grand Rapids, MI, is seeking a Private Client Advisor for their Wealth Management division. The role involves delivering personalized investment solutions and financial planning to a wide range of clients. Candidates should have at least 2 years of experience in financial advising and the necessary licenses. This position promotes a commitment to excellent service and diversity while offering a competitive rewards package and benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Valid and active life, health and long term care insurance license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support teammates’ success and the goals of the bank.
• Demonstrate a passion for educating clients on technology and channels.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Financial markets knowledge

Series 7 license

Series 66 license

Job description

A leading financial services firm in Grand Rapids, MI, is seeking a Private Client Advisor for their Wealth Management division. The role involves delivering personalized investment solutions and financial planning to a wide range of clients. Candidates should have at least 2 years of experience in financial advising and the necessary licenses. This position promotes a commitment to excellent service and diversity while offering a competitive rewards package and benefits.