Private Client Wealth Advisor

JPMorgan Chase & Co.; Indianapolis (IN); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build and manage client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement. You will guide clients from savers to affluent investors, delivering an exceptional investor experience through personalized strategies and digital channels.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 license or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity and always act in the client's best interest.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where and how they want.

Skills

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Relationship management

Goals-based planning

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build and manage client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement. You will guide clients from savers to affluent investors, delivering an exceptional investor experience through personalized strategies and digital channels.