Wealth Advisor - Holistic, Client-First Planning

Aumni; Greenwood (IN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Greenwood, Indiana, to provide comprehensive financial planning and investment advice to individuals and families. With a focus on relationship management, the ideal candidate will have at least two years of experience in financial advisory. Responsibilities include building a book of business, delivering personalized investment solutions, and supporting clients' financial needs. A Series 7 license is required. Competitive rewards package offered.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on the technology available for investments.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Financial planning

Relationship management

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Greenwood, Indiana, to provide comprehensive financial planning and investment advice to individuals and families. With a focus on relationship management, the ideal candidate will have at least two years of experience in financial advisory. Responsibilities include building a book of business, delivering personalized investment solutions, and supporting clients' financial needs. A Series 7 license is required. Competitive rewards package offered.