Private Client Advisor: Wealth Growth & Relationships

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

Job summary

JPMorgan Chase & Co. in Indiana seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build strong client relationships and collaborate with partners to expand the book of business.

Key focus on goals-based planning, fiduciary integrity, and leveraging Chase digital tools to empower clients to monitor and manage their investments.

Qualifications

• Active Series 7 and Series 66 licenses required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care insurance license required or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Uphold integrity and fiduciary responsibility in client interactions.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to enable clients to bank when and how they want.

Skills

Series 7

Series 66

Insurance license

Relationship management

Financial planning

Client acquisition

Education

Bachelor's degree (preferred)

Tools

CRM systems

Job description

JPMorgan Chase & Co. in Indiana seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build strong client relationships and collaborate with partners to expand the book of business.

Key focus on goals-based planning, fiduciary integrity, and leveraging Chase digital tools to empower clients to monitor and manage their investments.