Private Client Advisor, Wealth Management

JPMorganChase; Mishawaka (IN); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm is seeking a Private Client Advisor in Mishawaka/South Bend, IN. This role involves delivering personalized financial planning and investment solutions to clients. The ideal candidate will have at least 2 years of experience in a similar role and must hold necessary licenses. Join to help clients achieve their financial goals while being part of a diverse and inclusive environment.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Must have a valid Series 7 license and obtain Series 66 within 60 days.

Responsibilities

• Provide personalized investment solutions to clients.
• Build and manage a book of business.
• Educate clients on available technology and services.

Skills

Client acquisition

Financial planning

Relationship management

Integrity

Educating clients

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Digital technology

Job description

A leading financial services firm is seeking a Private Client Advisor in Mishawaka/South Bend, IN. This role involves delivering personalized financial planning and investment solutions to clients. The ideal candidate will have at least 2 years of experience in a similar role and must hold necessary licenses. Join to help clients achieve their financial goals while being part of a diverse and inclusive environment.