Private Wealth Advisor - Holistic Planning & Digital Tools

JPMorgan Chase Bank, N.A.; Indianapolis (IN); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build and manage client relationships, leveraging leadership and strong relationship-building skills to meet clients' financial needs. The role emphasizes market insight, integrity, and educating clients on digital tools to monitor and manage investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting in the role.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on available technology and channels to monitor and manage investments.
• Maintain high integrity and act in clients' best interests at all times.
• Offer holistic financial guidance beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial analysis

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build and manage client relationships, leveraging leadership and strong relationship-building skills to meet clients' financial needs. The role emphasizes market insight, integrity, and educating clients on digital tools to monitor and manage investments.