Wealth Advisor: Holistic Planning & Digital Guidance

JPMorgan Chase & Co.; Harper Woods (MI); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm in Michigan seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. The successful candidate will have at least 2 years of financial advisory experience and superb relationship management abilities. The role emphasizes the importance of client education and leveraging digital tools. Preferred qualifications include a Bachelor's degree and CFP® certification.

Qualifications

• Minimum 2 years of experience in a Financial Advisor role or equivalent.
• Proven success in client acquisition and maintaining relationships.
• Strong understanding of financial markets and sound business judgment.

Responsibilities

• Build a book of business and provide personalized investment solutions.
• Educate clients on investment technologies and maintain their investments.
• Foster team success and bring the bank's goals to fruition.

Skills

Client acquisition

Relationship management

Financial coaching

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Michigan seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. The successful candidate will have at least 2 years of financial advisory experience and superb relationship management abilities. The role emphasizes the importance of client education and leveraging digital tools. Preferred qualifications include a Bachelor's degree and CFP® certification.