Private Wealth Advisor

Aumni; Elkhart (IN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Elkhart, Indiana, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build a book of business, focusing on personalized investment solutions while fostering relationships and integrating technology to enhance client experiences.

The ideal candidate has at least 2 years in a financial advisor role, solid client acquisition skills, and required licenses. A supportive environment with a strong emphasis on diversity and inclusion awaits.

Qualifications

• Minimum 2 years as a Financial Advisor or in financial services.
• Success in client acquisition and relationship management.
• Active Series 7 and Series 66 licenses required.

Responsibilities

• Build and deliver personalized investment solutions.
• Educate clients on technology for monitoring investments.
• Provide financial coaching beyond investments.

Skills

Financial advising

Client relationship management

Goal-based planning

Investment knowledge

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Financial Planning Software

CRM tools

Job description

J.P. Morgan Chase in Elkhart, Indiana, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build a book of business, focusing on personalized investment solutions while fostering relationships and integrating technology to enhance client experiences.

The ideal candidate has at least 2 years in a financial advisor role, solid client acquisition skills, and required licenses. A supportive environment with a strong emphasis on diversity and inclusion awaits.