Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Munster (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Indiana seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build and maintain relationships, provide advised solutions, and leverage Chase partner referrals to deepen client engagement.

You will support clients with a broad range of investments, stay current on markets, and promote digital tools for monitoring and managing their portfolios within a growth-oriented wealth team.

Qualifications

• Minimum 2 years in a financial advisor role or equivalent financial services experience.
• Proven success in acquiring clients and developing relationships with partners.
• Ability to provide goals-based financial planning and advice.
• Active Series 7 and Series 66 licenses or to obtain within 60 days of start.
• Active Life, Health, and Long-Term Care insurance license or to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through strong relationship management.
• Provide holistic financial planning and investment advice to individuals and families.
• Demonstrate knowledge of financial markets and sound judgment to guide clients.
• Uphold integrity and client-first service in all interactions.
• Educate clients on digital tools and channels for monitoring and managing investments.

Skills

Client acquisition

Relationship management

Financial planning

Regulatory licensing

Digital/investment solutions

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health Insurance license

Job description

JPMorgan Chase & Co. in Indiana seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build and maintain relationships, provide advised solutions, and leverage Chase partner referrals to deepen client engagement.

You will support clients with a broad range of investments, stay current on markets, and promote digital tools for monitoring and managing their portfolios within a growth-oriented wealth team.