Private Client Advisor: Wealth & Relationship Architect

JPMorgan Chase & Co.; Mishawaka (IN); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Mishawaka, IN, is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families.

You will grow a client book and deliver tailored investment solutions while collaborating with partners to deepen relationships. You will use your knowledge of financial markets and strong integrity to educate clients on digital channels and self-service tools, aiming to offer an exceptional

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Preferred CFP certification.

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

Relationship building

Client acquisition

Goals-based planning

Financial markets

Series 7

Series 66

Life/Health/LTC license

CFP

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Mishawaka, IN, is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families.

You will grow a client book and deliver tailored investment solutions while collaborating with partners to deepen relationships. You will use your knowledge of financial markets and strong integrity to educate clients on digital channels and self-service tools, aiming to offer an exceptional