Elite Private Client Advisor — Wealth & Digital Solutions

JPMorgan Chase; Fort Wayne (IN); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in Fort Wayne, Indiana to provide comprehensive financial planning and investment solutions for various clients. The ideal candidate will have a minimum of 2 years of relevant experience and licenses including Series 7 and Series 66. This role emphasizes building strong client relationships and personalizing investment strategies, while also offering a competitive total rewards package and benefits tailored to employee needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Valid and active Series 7 license.

Responsibilities

• Provide comprehensive financial planning and investment solutions.
• Build a book of business by focusing on relationship management.
• Educate clients on available technology for investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Team collaboration

Education

Bachelor's degree

CFP® certification

Job description

A leading financial services firm is seeking a Private Client Advisor in Fort Wayne, Indiana to provide comprehensive financial planning and investment solutions for various clients. The ideal candidate will have a minimum of 2 years of relevant experience and licenses including Series 7 and Series 66. This role emphasizes building strong client relationships and personalizing investment strategies, while also offering a competitive total rewards package and benefits tailored to employee needs.