Wealth Planning & Client Advisor

JPMorganChase; Michigan; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

A leading financial services firm in Michigan seeks a Private Client Advisor to offer comprehensive financial planning and investment advice. This role involves building client relationships and delivering personalized solutions. Candidates should possess at least 2 years in a Financial Advisor position with relevant licenses such as Series 7 and 66. This position emphasizes digital innovation and client education, fostering a diverse and inclusive workplace.

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience.
• Demonstrated ability in client acquisition and relationship maintenance.
• Commitment to goals-based financial planning and advice.

Responsibilities

• Build a book of business with personalized investment solutions.
• Educate clients on technology for monitoring their investments.
• Provide holistic financial coaching beyond just investments.

Skills

Client acquisition

Relationship management

Financial planning

Business judgment

Digital confidence

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

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 offer comprehensive financial planning and investment advice. This role involves building client relationships and delivering personalized solutions. Candidates should possess at least 2 years in a Financial Advisor position with relevant licenses such as Series 7 and 66. This position emphasizes digital innovation and client education, fostering a diverse and inclusive workplace.