Wealth Advisor - Holistic, Client-First Planning

Aumni

J.P. Morgan Chase in Waterford Charter Township, MI, is seeking a Private Client Advisor to provide financial planning and advice to individuals and families. You will support clients at all wealth levels, delivering personalized investment solutions. Responsibilities include building client relationships, demonstrating integrity, and educating clients on digital tools. Ideal candidates have 2+ years in a financial advisory role, with valid Series 7 and 66 licenses, and preferably CFP certification. We offer a competitive rewards package with comprehensive health coverage and retirement plans. #J-18808-Ljbffr Aumni

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Vacancy posted 5 days ago

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