Private Wealth Advisor: Holistic Planning & Growth

Aumni; Ann Arbor (MI); In loco; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Retirement plan

Financial coaching

Descrizione del lavoro

J.P. Morgan Chase in the Ann Arbor area is seeking a Private Client Advisor within Chase Wealth Management to deliver holistic financial planning and advice for individuals and families.

You will build a book of business, offer personalized investment solutions, and collaborate with partners to deepen client relationships. The role requires a track record in client acquisition, at least 2 years in a financial advisory capacity, and licenses (Series 7, Series 66, Life/Health/LTC).

Competenze

• 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.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Mansioni

• 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

Conoscenze

Client acquisition

Relationship management

Financial planning

Compliance

Formazione

Bachelor’s degree

CFP certification preferred

Strumenti

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Descrizione del lavoro

J.P. Morgan Chase in the Ann Arbor area is seeking a Private Client Advisor within Chase Wealth Management to deliver holistic financial planning and advice for individuals and families.

You will build a book of business, offer personalized investment solutions, and collaborate with partners to deepen client relationships. The role requires a track record in client acquisition, at least 2 years in a financial advisory capacity, and licenses (Series 7, Series 66, Life/Health/LTC).