Private Client Advisor: Holistic Wealth Planner

JPMorgan Chase & Co.; Greenfield (IN); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Indiana is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families in Greenfield.

You will focus on building relationships, offering advised solutions, and coordinating with Chase partners to deepen client engagement. The ideal candidate has 2+ years in financial advisory, Series 7/66 licenses (or to obtain within 60 days), a Life/Health/LTC license, and a Bachelor's degree.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship building with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and investment guidance.
• Educate clients on technology and channels to monitor investments.
• Maintain holistic view of clients' financial needs and coaching.

Skills

Client relationship management

Goals-based planning

Financial advisory experience

Strong communication

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life, Health & LTC license

Job description

JPMorgan Chase & Co. in Indiana is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families in Greenfield.

You will focus on building relationships, offering advised solutions, and coordinating with Chase partners to deepen client engagement. The ideal candidate has 2+ years in financial advisory, Series 7/66 licenses (or to obtain within 60 days), a Life/Health/LTC license, and a Bachelor's degree.