Private Client Wealth Advisor | Relationship & Planning

JPMorgan Chase & Co.; Greenwood (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role requires at least 2 years of experience in financial services, emphasizing client relationship management and investment strategies.

You will educate clients on digital tools to manage their investments and provide holistic financial coaching. A Series 7 and 66 license are necessary for this position, along with a commitment to diversity and client success.

Qualifications

• Minimum of 2 years in a Financial Advisor role or relevant financial services experience.
• Proven record in client acquisition and maintaining relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Support teammates and meet bank goals with a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for managing investments.

Skills

Client acquisition

Investment solutions

Relationship management

Financial coaching

Digital innovations

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Financial analysis software

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role requires at least 2 years of experience in financial services, emphasizing client relationship management and investment strategies.

You will educate clients on digital tools to manage their investments and provide holistic financial coaching. A Series 7 and 66 license are necessary for this position, along with a commitment to diversity and client success.