Wealth Advisor for Private Clients & Digital Planning

JPMorganChase; Fort Wayne (IN); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm seeks a Private Client Advisor in Fort Wayne, IN. You'll provide comprehensive financial planning and investment solutions to a range of clients, fostering relationships and driving success through personalized solutions. Candidates must have 2+ years in a Financial Advisor role and Series 7 and Series 66 licenses. Strong commitment to client success and integrity in financial guidance is essential.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Ability to cultivate and maintain client relationships.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business delivering personalized solutions.
• Educate clients on investment technology and channels.
• Champion teammate success and goals of the bank.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Education

Bachelor's degree

CFP® certification

Tools

Investment software

Job description

A leading financial services firm seeks a Private Client Advisor in Fort Wayne, IN. You'll provide comprehensive financial planning and investment solutions to a range of clients, fostering relationships and driving success through personalized solutions. Candidates must have 2+ years in a Financial Advisor role and Series 7 and Series 66 licenses. Strong commitment to client success and integrity in financial guidance is essential.