Private Wealth Advisor: Holistic Planning & Digital Tools

Aumni; Lafayette (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advised solutions for individuals and families. You will engage clients, build trusted relationships, and lead with integrity, leveraging digital tools to enhance service and outcomes.

The role emphasizes goals‑based planning, strong client acquisition, and collaboration with partners to deliver tailored investment solutions across a broad platform.

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.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Relationship building

Client acquisition

Goals-based planning

Financial advisory

Digital/tech aptitude

Education

Bachelor’s degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advised solutions for individuals and families. You will engage clients, build trusted relationships, and lead with integrity, leveraging digital tools to enhance service and outcomes.

The role emphasizes goals‑based planning, strong client acquisition, and collaboration with partners to deliver tailored investment solutions across a broad platform.