Wealth Advisor - Holistic, Client-First Planning

Aumni; Rochester Hills (MI); On-site; USD 70,000 - 100,000; 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 Rochester Hills, MI. This role entails providing comprehensive financial planning and advice to clients, from savings beginners to high-net-worth individuals. Candidates should possess a minimum of 2 years in a financial advisory role and hold necessary licenses such as Series 7 and Series 66. The company offers a competitive salary and extensive benefits, emphasizing diversity and inclusion in a collaborative environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to meet goals-based planning and advice.

Responsibilities

• Build a book of business by delivering personalized investment solutions.
• Provide financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment knowledge

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP)

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 in Rochester Hills, MI. This role entails providing comprehensive financial planning and advice to clients, from savings beginners to high-net-worth individuals. Candidates should possess a minimum of 2 years in a financial advisory role and hold necessary licenses such as Series 7 and Series 66. The company offers a competitive salary and extensive benefits, emphasizing diversity and inclusion in a collaborative environment.