Private Client Advisor: Wealth Planning & Digital Solutions

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

Job summary

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, provide advised solutions, and leverage digital tools to enhance client experiences. The role emphasizes integrity, education of clients on technology channels, and collaboration with partners to expand the client book.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or ability to obtain within 60 days.
• Active Life, Health and Long Term Care license or ability to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice for individuals and families.
• Demonstrate understanding of financial markets and prudent business judgement.
• Act with integrity and educate clients on digital channels and technology.
• Collaborate with Chase partners to deepen client relationships.
• Offer holistic financial coaching beyond investments.
• Foster a diverse, team-focused culture and support teammates' success.

Skills

Relationship management

Client acquisition

Finance knowledge

Integrity

Digital banking

Education

Bachelor's degree

Tools

Series 7 licenses

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase's Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, provide advised solutions, and leverage digital tools to enhance client experiences. The role emphasizes integrity, education of clients on technology channels, and collaboration with partners to expand the client book.