Top 29 Financial advisor Jobs in Holland, Mi

J.P. Morgan Wealth Management - Private Client Investment Associate - Spring Lake, MI
JPMorganChase —Spring Lake, MI
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
10d
J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI
JPMorganChase —Jenison, MI
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Registered Representative - State Farm Agent Team Member
jason condon - State Farm Agent —Hudsonville, MI
- $45,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Profit sharing
- Paid time off
Quick Apply
HFA Financial Advisor Senior- Branch
Huntington Bank —Byron Center, MI
- Full-time
- Mid-level
- Office
- High school diploma or GED
Financial Services Representative - State Farm Agent Team Member
Luke Bagnall - State Farm Agent —Wyoming, MI
- $40,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
- 401(k) matching
Quick Apply
Financial Navigator
Hispanic Center of Western Michigan —Grand Rapids, MI
- From $20 an hour
- Full-time
- Spanish
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Financial Professional
SHANA Insurance & Financial Services —United States
- $46,000 - $130,000 a year
- Choose your own hours
- Remote
- No experience needed
- US work authorization
- Fingerprint clearance
- Profit sharing
- Professional development assistance
Quick Apply

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Financial Analyst -27599
iMPact Business Group —Grand Rapids, MI
3–5+ years of experience in financial analysis, commercial finance, FP&A, pricing, quoting, cost analysis, manufacturing finance, or a related area.
$80,000 - $90,000 a year
Quick Apply
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Financial Analyst
MillerKnoll —Zeeland, MI
Conducts financial analysis using advanced and/or specialized accounting and finance principles, concepts, theories and techniques.
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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
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J.P. Morgan Wealth Management - Private Client Investment Associate - Spring Lake, MI

JPMorganChase -
Spring Lake, MI

Apply Now

Job Details

Full-time
10 days ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Series 7
Securities Industry Essentials
Life & Health Insurance License

Full Job Description

JOB DESCRIPTION

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 Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.

Job responsibilities

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture

Required qualifications, capabilities, and skills

A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment

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

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Apply Now

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financial advisor jobs in holland, mi

J.P. Morgan Wealth Management - Private Client Investment Associate - Spring Lake, MI

J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI

Registered Representative - State Farm Agent Team Member

HFA Financial Advisor Senior- Branch

Financial Services Representative - State Farm Agent Team Member

Financial Navigator

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Financial Professional

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