Private Client Advisor: Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Greenfield (IN); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Indiana seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families, helping them meet goals with personalized solutions.

The role emphasizes relationship-building, integrity, and educating clients on digital tools, with required licenses (Series 7/66 and life/health/long-term care) and potential CFP certification preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Goal-based planning and advice experience.
• Active Series 7 and Series 66 licenses, or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor investments.
• Demonstrate integrity and focus on client-centric service.
• Coordinate with partners to deepen client relationships.

Skills

Relationship-building

Client acquisition

Goals-based planning

Communication skills

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

JPMorgan Chase & Co. in Indiana seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families, helping them meet goals with personalized solutions.

The role emphasizes relationship-building, integrity, and educating clients on digital tools, with required licenses (Series 7/66 and life/health/long-term care) and potential CFP certification preferred.