Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Spring Lake (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning to clients in Spring Lake, Michigan. You will build relationships and deliver personalized investment solutions while contributing to a culture of diversity. Ideal candidates have at least 2 years of experience in financial advising, hold required licenses, and demonstrate strong skills in client acquisition and relationship management.

Qualifications

• At least 2 years in a Financial Advisor role.
• Demonstrated ability in client acquisition and relationship management.
• Commitment to goals-based financial planning.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Support teammates’ success and foster a diverse culture.
• Educate clients on financial technology and investment opportunities.

Skills

Client acquisition

Relationship management

Financial advising

Business judgement

Education

Bachelor’s degree

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning to clients in Spring Lake, Michigan. You will build relationships and deliver personalized investment solutions while contributing to a culture of diversity. Ideal candidates have at least 2 years of experience in financial advising, hold required licenses, and demonstrate strong skills in client acquisition and relationship management.