Private Client Advisor: Wealth Management & Planning

Testing Site - JPMC; Mishawaka (IN); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase in Indiana seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance through Chase Wealth Management, serving individuals and families.

You will grow a book of business, collaborate with partners, and educate clients on digital tools while upholding the firm’s commitment to integrity and exceptional service. Licensing requirements include Series 7, Series 66, and Life, Health and LTC licenses, with 60 days to obtain if

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management, with ability to integrate with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or obtain within 60 days of starting.

Responsabilidades

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management rather than portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank and invest where they want.

Conocimientos

Client relationships

Investments

Financial planning

Licensing (Series 7)

Licensing (Series 66)

Digital tools

Educación

Bachelor’s degree preferred

Descripción del empleo

J.P. Morgan Chase in Indiana seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance through Chase Wealth Management, serving individuals and families.

You will grow a book of business, collaborate with partners, and educate clients on digital tools while upholding the firm’s commitment to integrity and exceptional service. Licensing requirements include Series 7, Series 66, and Life, Health and LTC licenses, with 60 days to obtain if