Wealth Planning & Client Advisor

JPMorganChase; Port Huron (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Port Huron is looking for a Private Client Advisor. In this role, you will offer comprehensive financial planning and advice to individuals and families of varied wealth levels. You'll deliver personalized investment solutions while building lasting relationships with clients. The ideal candidate has at least 2 years of experience, along with necessary financial licenses. A competitive total rewards package is offered, including commissions and comprehensive benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid Series 7, Series 66, and Life Insurance licenses required or to be obtained.

Responsibilities

• Support teammates’ success and goals of the bank, fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Educating clients

Financial coaching

Education

Certified Financial Planner (CFP®)

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 Port Huron is looking for a Private Client Advisor. In this role, you will offer comprehensive financial planning and advice to individuals and families of varied wealth levels. You'll deliver personalized investment solutions while building lasting relationships with clients. The ideal candidate has at least 2 years of experience, along with necessary financial licenses. A competitive total rewards package is offered, including commissions and comprehensive benefits.