Wealth Management Specialist, Sr. jobs in Benton Harbor, MI
Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist, Sr. jobs
J.P. Morgan Wealth Management – Private Client Advisor - Benton Harbor, Michigan
- JPMC Candidate Experience page
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Benton, MI
FULL_TIME
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At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- 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
Required qualifications, capabilities, and skills- 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
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. - 15 Days Ago
J.P. Morgan Wealth Management – Private Client Advisor - Benton Harbor, Michigan
- JPMorgan Chase
-
Benton, MI
FULL_TIME
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
- 17 Days Ago
Corrective Action Specialist, Assc. - Corrective Action Specialist, Sr.
- Indiana Michigan Power Company
-
Bridgman, MI
FULL_TIME
- Job Posting End Date 05-07-2024 Please note the job posting will close on the day before the posting end date Job Summary Responsible for assisting with activities and programs that contribute to impr...
- Just Posted
Management Internship
- Menard, Inc Career Center
-
SOUTH HAVEN, MI
PART_TIME
- Part-Time Make BIG Money at Menards! Extra $3 per hour on Weekends Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Dental P...
- 12 Days Ago
Restaurant Management
- Arbys
-
South Haven, MI
FULL_TIME
- RESTAURANT MANAGEMENT OPPORTUNITIES We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. As a growing compan...
- 13 Days Ago
Sr Manager, Maintenance Excellence
- Refresco Brand
-
Paw Paw, MI
FULL_TIME
- Make a Difference in YOUR Career! Our vision is both simple and ambitious: to put our drinks on every table. We are the leading global independent beverage solutions provider. We serve a broad range o...
- 27 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Benton Harbor, MI area
Independent Insurance Claims Adjuster in South Bend, Indiana
- MileHigh Adjusters Houston Inc
-
South Bend, IN
- Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
- 4/24/2024 12:00:00 AM
Client Solutions Advisor
- Interlink
-
Berrien Springs, MI
- Job Description Job Description Join our Client Solutions team and work alongside seasoned professionals to provide best...
- 4/24/2024 12:00:00 AM
Assistant Branch Manager & Management Hire
- Under Armour
-
Benton Harbor, MI
- Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
- 4/24/2024 12:00:00 AM
Assistant Branch Manager & Management Hire
- Under Armour
-
Dowagiac, MI
- Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
- 4/24/2024 12:00:00 AM
Cannabis Advisor - Buchanan
- veranohold
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Buchanan, MI
- Job Description Job Description Job Summary The Cannabis Advisor is responsible for providing exceptional individualized...
- 4/23/2024 12:00:00 AM
Client Solutions Advisor
- Interlink
-
Berrien Springs, MI
- Job Description Job Description Join our Client Solutions team and work alongside seasoned professionals to provide best...
- 4/22/2024 12:00:00 AM
Senior Manufacturing Engineer
- C2Dx, Inc.
-
Schoolcraft, MI
- A rapidly evolving medical device company seeks an experienced Manufacturing Engineer to play a critical role in executi...
- 4/21/2024 12:00:00 AM
Senior Manufacturing Engineer
- Amy Cell Talent
-
Schoolcraft, MI
- A rapidly evolving medical device company seeks an experienced Manufacturing Engineer to play a critical role in executi...
- 4/21/2024 12:00:00 AM
About Benton Harbor, Michigan
Benton Harbor is a city in Berrien County in the U.S. state of Michigan which is located southwest of Kalamazoo, and northwest of South Bend, Indiana. In 2010, the population was 10,038 according to the census. It is the smaller, by population, of the two principal cities in the Niles–Benton Harbor Metropolitan Statistical Area, an area with 156,813 people.
Benton Harbor and the city of St. Joseph are separated by the St. Joseph River and are known locally as the "Twin Cities".[not in citation given] Fairplain and Benton Heights are unincorporated areas adjacent to Benton Harbor.
According to...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$107,126 to $153,498
Benton Harbor, Michigan area prices
were up 1.3% from a year ago
were up 1.3% from a year ago