Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Muncie (IN); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will build trusted client relationships, collaborate with partners across Chase Wealth Management, and help clients monitor, adjust, and optimize their financial strategies using digital channels and in-person guidance. The role emphasizes integrity, client education, and a holistic view of client needs, with strong

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and ethics

Education

Bachelor's degree preferred

CFP certification preferred

Job description

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

You will build trusted client relationships, collaborate with partners across Chase Wealth Management, and help clients monitor, adjust, and optimize their financial strategies using digital channels and in-person guidance. The role emphasizes integrity, client education, and a holistic view of client needs, with strong