Private Digital-Forward Wealth Advisor

JPMorganChase; Portage (IN); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Portage, IN seeks a Private Client Advisor in Wealth Management to deliver expert financial planning and advice to a diverse set of clients. You will develop strong client relationships while providing tailored investment solutions. Successful candidates will have a minimum of two years in a similar role, relevant licenses, and a commitment to client education. This position offers a competitive compensation package and a focus on diversity and inclusion in the workplace.

Qualifications

• Minimum 2 years as a Financial Advisor or similar.
• Proven track record in client relationship cultivation.
• Valid and active Series 7 license required.

Responsibilities

• Support and champion teammates’ success and bank goals.
• Build a book of business with personalized investment solutions.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial markets

Financial coaching

Educating clients

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Portage, IN seeks a Private Client Advisor in Wealth Management to deliver expert financial planning and advice to a diverse set of clients. You will develop strong client relationships while providing tailored investment solutions. Successful candidates will have a minimum of two years in a similar role, relevant licenses, and a commitment to client education. This position offers a competitive compensation package and a focus on diversity and inclusion in the workplace.