Wealth Advisor - Holistic, Client-First Planning

Aumni; Michigan; On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Michigan to provide comprehensive financial planning and solutions to clients. You will support a diverse clientele, ranging from beginners to those with significant wealth, delivering an exceptional investor experience.

The role requires at least 2 years of experience in a financial advisory capacity, as well as valid Series 7 and Series 66 licenses. Join our team to help clients achieve their financial goals through innovative solutions and strong relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• A valid and active Series 7 and Series 66 license required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates’ success and the goals of the bank.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial analysis

Investment solutions

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Financial planning software

CRM systems

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Michigan to provide comprehensive financial planning and solutions to clients. You will support a diverse clientele, ranging from beginners to those with significant wealth, delivering an exceptional investor experience.

The role requires at least 2 years of experience in a financial advisory capacity, as well as valid Series 7 and Series 66 licenses. Join our team to help clients achieve their financial goals through innovative solutions and strong relationships.