Private Client Advisor – Wealth Planning & Digital (NW Indiana)

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

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build strong client relationships, offer solutions, and collaborate with Chase partner referrals to deepen client engagement. You will champion client success, stay informed on financial markets, and uphold high integrity while educating clients on digital channels for self-monitoring and access to investment

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate market understanding and sound business judgment.
• Promote digital tools to help clients monitor and manage investments.
• Provide holistic advice beyond investments and coordinate with partners to deepen relationships.
• Foster a culture of integrity and client-centered service.

Skills

Client relationship mgmt

Series 7 license

Series 66 license

Financial guidance

Integrity and ethics

Education

Bachelor's degree (preferred)

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will build strong client relationships, offer solutions, and collaborate with Chase partner referrals to deepen client engagement. You will champion client success, stay informed on financial markets, and uphold high integrity while educating clients on digital channels for self-monitoring and access to investment