Wealth Advisor: Private Client & Holistic Planning

JPMorgan Chase & Co.; Canton Charter Township (MI); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning. Responsibilities include relationship management, client education, and embracing digital innovations to enhance client investment experiences. Candidates should possess required licenses and demonstrate a commitment to ethical financial advising. This role emphasizes building client relationships in a diverse environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Success in client acquisition and maintaining client relationships.
• Valid Series 7 and 66 licenses are required.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Support teammates and foster a culture of diversity.
• Provide holistic views of clients’ financial needs.

Skills

Client acquisition

Relationship management

Financial market knowledge

Educational passion

Digital innovation embrace

Education

Bachelor's degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning. Responsibilities include relationship management, client education, and embracing digital innovations to enhance client investment experiences. Candidates should possess required licenses and demonstrate a commitment to ethical financial advising. This role emphasizes building client relationships in a diverse environment.