Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; Bloomington (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading global financial services firm is looking for a Private Client Advisor to join its team in Bloomington, Indiana. In this role, you will offer comprehensive financial planning and advice to individuals, ensuring an exceptional investor experience. The ideal candidate has at least 2 years in a financial advisor role, a valid Series 7 license, and is committed to client relationships. This position offers opportunities for professional development and a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• A valid and active Series 7 and Series 66 license.

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build a book of business with personalized investment solutions.
• Exhibit unwavering integrity toward clients at every opportunity.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Certified Financial Planner (CFP®) certification

Bachelor’s degree

Job description

A leading global financial services firm is looking for a Private Client Advisor to join its team in Bloomington, Indiana. In this role, you will offer comprehensive financial planning and advice to individuals, ensuring an exceptional investor experience. The ideal candidate has at least 2 years in a financial advisor role, a valid Series 7 license, and is committed to client relationships. This position offers opportunities for professional development and a commitment to diversity and inclusion.