Private Wealth Advisor - Build Lasting Client Relationships

JPMorgan Chase & Co.; Bloomington (IN); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor for Chase Wealth Management in Bloomington, IN, delivering comprehensive financial planning and investment solutions to individuals and families. You will build relationships, provide tailored guidance, and connect clients with Chase partners to deepen engagements.

The role emphasizes integrity, client education on digital tools, and a holistic approach to financial coaching beyond investments, within a diverse team and culture of inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.
• Demonstrated success in client acquisition and cultivating client relationships.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions to clients.
• Demonstrate deep understanding of financial markets and sound judgment.
• Exhibit integrity and do right by clients.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when and where they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series licenses

Education

Bachelor’s degree (preferred)

CFP certification preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor for Chase Wealth Management in Bloomington, IN, delivering comprehensive financial planning and investment solutions to individuals and families. You will build relationships, provide tailored guidance, and connect clients with Chase partners to deepen engagements.

The role emphasizes integrity, client education on digital tools, and a holistic approach to financial coaching beyond investments, within a diverse team and culture of inclusion.