Private Wealth Advisor: Holistic Financial Planning

Aumni; Waterford Charter Township (MI); Sur place; USD 90 000 - 180 000; Plein temps

Avantages offerts par ce poste

Health benefits

Retirement plan

Tuition reimbursement

Financial coaching

Résumé du poste

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and offering solutions aligned with clients’ goals.

You will grow a client book, collaborate with partners, and use digital tools to enhance the investor experience while upholding integrity and high service standards across a broad range of financial products.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Valid Series 7 and Series 66 licenses, or must be obtained within 60 days of starting.
• Valid Life, Health and Long Term Care Insurance license, or must be obtained within 60 days of starting.

Responsabilités

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Connaissances

Client relationship management

Financial advisory experience

Sales / business development

Series 7 and Series 66 licensing

Formation

Bachelor's degree preferred

Description du poste

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and offering solutions aligned with clients’ goals.

You will grow a client book, collaborate with partners, and use digital tools to enhance the investor experience while upholding integrity and high service standards across a broad range of financial products.