Private Wealth Advisor - Client Growth & Planning

Aumni; United States; On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to provide exceptional financial planning and investment solutions to clients in Farmington, MI and surrounding areas. This role requires building strong relationships and demonstrating integrity in client interactions.

Successful candidates will have at least 2 years in a financial advisory role, strong client acquisition skills, and a commitment to ongoing education to support clients' financial needs. A competitive total rewards package and benefits are offered.

Qualifications

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

Responsibilities

• Support teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to monitor and handle investments.

Skills

Client acquisition

Relationship management

Financial planning

Knowledge of financial markets

Integrity

Client education

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to provide exceptional financial planning and investment solutions to clients in Farmington, MI and surrounding areas. This role requires building strong relationships and demonstrating integrity in client interactions.

Successful candidates will have at least 2 years in a financial advisory role, strong client acquisition skills, and a commitment to ongoing education to support clients' financial needs. A competitive total rewards package and benefits are offered.