Wealth Advisor — Private Client & Holistic Planning

JPMorganChase; Farmington Hills (MI); On-site; USD 70,000 - 120,000; Full time

Job summary

A leading financial services firm in Michigan is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions for clients. The ideal candidate should have at least 2 years of experience in a financial advisor role, strong relationship-building skills, and relevant certifications. This role offers a dynamic opportunity to foster client relationships and support diverse financial needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and channels.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship building

Financial market understanding

Financial coaching

Education

Bachelor’s degree

CFP certification

Job description

A leading financial services firm in Michigan is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions for clients. The ideal candidate should have at least 2 years of experience in a financial advisor role, strong relationship-building skills, and relevant certifications. This role offers a dynamic opportunity to foster client relationships and support diverse financial needs.