Wealth Advisor – Client Relationships & Digital Investing

JPMorganChase; Plymouth (MI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Financial Advisor in Plymouth, Michigan to build client relationships and deliver personalized investment solutions. The role requires at least 2 years of relevant experience and licenses including Series 7 and 66.

Successful candidates will demonstrate client acquisition success, integrity, and an understanding of financial markets. The position offers a competitive rewards package including salary and benefits such as healthcare coverage and financial coaching.

Qualifications

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

Responsibilities

• Champion and support teammates' success and goals.
• Deliver personalized investment solutions to clients.
• Educate clients on technology for managing investments.

Skills

Financial advisory expertise

Client relationship management

Integrity

Understanding of financial markets

Digital literacy

Education

Bachelor's degree

Certified Financial Planner (CFP) certification

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

JPMorganChase is seeking a Financial Advisor in Plymouth, Michigan to build client relationships and deliver personalized investment solutions. The role requires at least 2 years of relevant experience and licenses including Series 7 and 66.

Successful candidates will demonstrate client acquisition success, integrity, and an understanding of financial markets. The position offers a competitive rewards package including salary and benefits such as healthcare coverage and financial coaching.