Private Digital-Forward Wealth Advisor

JPMorganChase; Rochester Hills (MI); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building lasting client relationships and offering personalized investment solutions. Candidates should have at least 2 years' experience in a financial advisor role, a valid Series 7 license, and a commitment to goals-based planning. This position promotes diversity and includes a competitive rewards package with various benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business with personalized investment solutions.
• Champion and support team success toward the bank's goals.
• Educate clients on technology to manage investments.

Skills

Client acquisition

Relationship management

Financial planning

Business judgement

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP®) certification

Tools

Digital banking tools

Job description

A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves building lasting client relationships and offering personalized investment solutions. Candidates should have at least 2 years' experience in a financial advisor role, a valid Series 7 license, and a commitment to goals-based planning. This position promotes diversity and includes a competitive rewards package with various benefits.