Private Client Advisor — Wealth Planning & Client Growth

Testing Site - JPMC; Indianapolis (IN); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advise individuals and families. You will build trust and deliver personalized investment solutions while leveraging digital tools to enhance client experience.

Your role emphasizes relationship-building, strong ethics, and industry knowledge to help clients monitor and manage investments, with licensing requirements and ongoing professional growth opportunities.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance licenses or must be obtained within 60 days.
• Strong client acquisition, relationship-building and goals-based planning skills.

Responsibilities

• Champion and support teammates’ success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank digitally and conveniently.

Skills

Series 7 license

Series 66 license

Insurance licenses (Life/Health/LTC)

Financial advisor experience

Client acquisition

Relationship building

Goals-based planning

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advise individuals and families. You will build trust and deliver personalized investment solutions while leveraging digital tools to enhance client experience.

Your role emphasizes relationship-building, strong ethics, and industry knowledge to help clients monitor and manage investments, with licensing requirements and ongoing professional growth opportunities.