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Private Client Advisor - Holistic Wealth Planning
Job in
Spring Lake, Ottawa County, Michigan, 49456, USA
Listed on 2026-02-06
Listing for:
JPMorganChase
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm seeks a Private Client Advisor in Spring Lake, Michigan, to deliver personalized financial planning and advice. The candidate will manage client relationships and provide investment solutions while supporting a diverse culture. Required qualifications include 2+ years in financial advisory, valid Series 7 and 66 licenses. The position offers competitive compensation, benefits, and opportunities for growth in a supportive environment.
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