Strategic Private Client Wealth Advisor

JPMorganChase; Lansing (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial services firm is hiring a Private Client Advisor in Lansing, MI to provide comprehensive financial advice and planning for a diverse range of clients. You will be responsible for creating personalized investment solutions while maintaining strong client relationships. The ideal candidate has at least 2 years of experience in the financial services industry and holds relevant financial licenses. This full-time position offers opportunities for professional growth in a supportive, inclusive environment.

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship building.
• Commitment to goals-based financial planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide financial coaching beyond investments.
• Embrace digital innovations to enhance client experience.

Skills

Client acquisition

Relationship management

Financial markets understanding

Educational capacity

Education

Valid Series 7 license

Valid Series 66 license

Certified Financial Planning (CFP®)

Bachelor's degree

Job description

A leading financial services firm is hiring a Private Client Advisor in Lansing, MI to provide comprehensive financial advice and planning for a diverse range of clients. You will be responsible for creating personalized investment solutions while maintaining strong client relationships. The ideal candidate has at least 2 years of experience in the financial services industry and holds relevant financial licenses. This full-time position offers opportunities for professional growth in a supportive, inclusive environment.