Private Wealth Advisor—Relationship & Planning

JPMorganChase; Flushing (MI); On-site; USD 60,000 - 80,000; 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 in Flushing, MI. Candidates should possess a minimum of two years in a financial advisory role, hold necessary licenses, and demonstrate strong skills in relationship management and client education. The role emphasizes personalized investment solutions and a commitment to client integrity and service.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent.
• Successful in client acquisition and relationship building.
• Valid and active Series 7, 66, and necessary insurance licenses.

Responsibilities

• Develop a book of business with personalized investment solutions.
• Educate clients on financial markets and digital tools.
• Demonstrate integrity and provide holistic financial coaching.

Skills

Financial Advisor experience

Client relationship management

Financial planning

Ability to educate clients

Leadership skills

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Financial market analysis tools

Investment tracking software

Job description

A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning in Flushing, MI. Candidates should possess a minimum of two years in a financial advisory role, hold necessary licenses, and demonstrate strong skills in relationship management and client education. The role emphasizes personalized investment solutions and a commitment to client integrity and service.