Wealth Management: Private Client Advisor

Aumni; Michigan; Presencial; USD 90 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Resumo da oferta

J.P. Morgan Chase is seeking a Private Client Advisor in Michigan to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will build and manage a book of business, rely on relationship leadership, and collaborate with partners to deliver sophisticated solutions. This role emphasizes fiduciary integrity and client education on digital channels and a holistic view of each client's goals.

Qualificações

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

Responsabilidades

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Conhecimentos

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Formação académica

Bachelor's degree preferred

CFP certification preferred

Descrição da oferta de emprego

J.P. Morgan Chase is seeking a Private Client Advisor in Michigan to deliver comprehensive financial planning and tailored investment advice to individuals and families.

You will build and manage a book of business, rely on relationship leadership, and collaborate with partners to deliver sophisticated solutions. This role emphasizes fiduciary integrity and client education on digital channels and a holistic view of each client's goals.