Private Client Wealth Advisor — Relationship-Driven & Digital

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

Job summary

JPMorgan Chase & Co. is looking for a Private Client Advisor to provide financial planning and advice to a diverse range of clients. You will focus on building client relationships, delivering personalized investment solutions, and enhancing clients' understanding of technology for their financial needs.

This role demands strong interpersonal skills and a commitment to goals-based planning. A Series 7 license and a valid Life, Health, and Long Term Care Insurance license are mandatory. Office location is in Lafayette, Indiana, and the role offers growth opportunities within wealth management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build personalized investment solutions for clients.
• Champion team success and foster a culture of diversity.
• Educate clients on technology for managing investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial market understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is looking for a Private Client Advisor to provide financial planning and advice to a diverse range of clients. You will focus on building client relationships, delivering personalized investment solutions, and enhancing clients' understanding of technology for their financial needs.

This role demands strong interpersonal skills and a commitment to goals-based planning. A Series 7 license and a valid Life, Health, and Long Term Care Insurance license are mandatory. Office location is in Lafayette, Indiana, and the role offers growth opportunities within wealth management.