Wealth Advisor for Private Clients

TwinThread; Ann Arbor (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and advice. In this role, you will engage with clients at various financial stages, delivering personalized investment solutions and cultivating strong relationships.

The role requires at least 2 years of financial advisory experience and valid licenses including Series 7 and 66. A Bachelor’s degree and CFP® certification are preferred. Benefits include competitive compensation, health care coverage, and a retirement savings plan.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in cultivating and maintaining client relationships.
• Ability to provide goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology to manage investments.
• Provide comprehensive financial planning to clients.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Communication skills

Education

Bachelor’s degree preferred

CFP® certification preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and advice. In this role, you will engage with clients at various financial stages, delivering personalized investment solutions and cultivating strong relationships.

The role requires at least 2 years of financial advisory experience and valid licenses including Series 7 and 66. A Bachelor’s degree and CFP® certification are preferred. Benefits include competitive compensation, health care coverage, and a retirement savings plan.