Wealth Advisor - Holistic, Client-First Planning

Aumni; Waterford Charter Township (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Waterford Charter Township, MI, is seeking a Private Client Advisor to provide financial planning and advice to individuals and families. You will support clients at all wealth levels, delivering personalized investment solutions. Responsibilities include building client relationships, demonstrating integrity, and educating clients on digital tools. Ideal candidates have 2+ years in a financial advisory role, with valid Series 7 and 66 licenses, and preferably CFP certification. We offer a competitive rewards package with comprehensive health coverage and retirement plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals‑based planning and advice.
• Valid and active Series 7 and Series 66 licenses are required.

Responsibilities

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

Skills

Client acquisition

Relationship management

Financial planning

Digital technology education

Education

Bachelor’s degree

CFP certification

Job description

J.P. Morgan Chase in Waterford Charter Township, MI, is seeking a Private Client Advisor to provide financial planning and advice to individuals and families. You will support clients at all wealth levels, delivering personalized investment solutions. Responsibilities include building client relationships, demonstrating integrity, and educating clients on digital tools. Ideal candidates have 2+ years in a financial advisory role, with valid Series 7 and 66 licenses, and preferably CFP certification. We offer a competitive rewards package with comprehensive health coverage and retirement plans.