Private Client Advisor: Wealth Planning & Digital Solutions

JPMorganChase; Bloomington (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Job summary

A leading financial services firm in Bloomington, IN, is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage directly with clients, offering tailored investment solutions and building lasting relationships. Ideal candidates possess strong experience in client acquisition and a deep knowledge of financial products. This full-time role demands passion and integrity while working in a collaborative environment. A valid Series 7 and active insurance license are required, with preferred qualifications including CFP certification and a Bachelor’s degree.

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.

Responsibilities

• Champion and support teammates while fostering a culture of diversity.
• Build a book of business with personalized investment solutions.
• Demonstrate understanding of financial markets and sound business judgment.

Skills

Client acquisition

Relationship management

Financial planning and advice

Integrity

Education

Valid Series 7 license

Active Series 66 (63/65) license

Valid Life, Health and Long Term Care Insurance license

Bachelor’s degree (preferred)

CFP® certification (preferred)

Job description

A leading financial services firm in Bloomington, IN, is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage directly with clients, offering tailored investment solutions and building lasting relationships. Ideal candidates possess strong experience in client acquisition and a deep knowledge of financial products. This full-time role demands passion and integrity while working in a collaborative environment. A valid Series 7 and active insurance license are required, with preferred qualifications including CFP certification and a Bachelor’s degree.