Private Digital-Forward Wealth Advisor

JPMorganChase; Waterford Charter Township (MI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

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 offer personalized financial planning and investment solutions to clients. Responsibilities include building strong client relationships, fostering a culture of diversity, and easily educating clients about digital investment tools. Candidates should have at least two years of financial advisory experience and hold a valid Series 7 and Series 66 licenses. This role offers competitive rewards and supports a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Ability to cultivate and maintain client relationships.
• Valid and active Series 7 and Series 66 licenses.

Responsibilities

• Support teammates’ success and foster diversity.
• Build personalized investment solutions based on client needs.
• Educate clients about technology for managing their investments.

Skills

Client Acquisition

Relationship Management

Financial Planning

Digital Technology Knowledge

Education

Bachelor's Degree

Certified Financial Planning (CFP®)

Tools

Financial Software

Job description

A leading financial services firm is seeking a Private Client Advisor to offer personalized financial planning and investment solutions to clients. Responsibilities include building strong client relationships, fostering a culture of diversity, and easily educating clients about digital investment tools. Candidates should have at least two years of financial advisory experience and hold a valid Series 7 and Series 66 licenses. This role offers competitive rewards and supports a commitment to diversity and inclusion.