Wealth Advisor – Client Relationships & Digital Investing

JPMorganChase; Lafayette (IN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase in Lafayette, Indiana is looking for a Financial Advisor to build personalized investment solutions and support clients in managing their finances. Candidates should have at least 2 years of relevant experience and a valid Series 7 license.

This role emphasizes relationship management and a commitment to client education on financial products. A comprehensive benefits package is offered, including health coverage and retirement plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship management.
• A valid and active Series 7 license is required.

Responsibilities

• Champion and support teammates' success.
• Build a book of business with personalized solutions.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Financial market understanding

Financial coaching

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66

Life, Health, and Long Term Care Insurance license

Job description

JPMorganChase in Lafayette, Indiana is looking for a Financial Advisor to build personalized investment solutions and support clients in managing their finances. Candidates should have at least 2 years of relevant experience and a valid Series 7 license.

This role emphasizes relationship management and a commitment to client education on financial products. A comprehensive benefits package is offered, including health coverage and retirement plans.