Wealth Advisor - Holistic, Client-First Planning

Aumni; Indianapolis (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Indianapolis, Indiana. In this role, you will provide comprehensive financial planning and advice to a wide range of individual and family clients, enhancing their investment experience. Essential qualifications include 2+ years as a Financial Advisor, a Series 7 license, and a commitment to goals-based planning. The position offers a competitive salary, commissions, and various benefits, centered on diversity and employee wellness.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and bank goals.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' financial needs.

Skills

Client acquisition

Relationship management

Financial planning

Business judgement

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Indianapolis, Indiana. In this role, you will provide comprehensive financial planning and advice to a wide range of individual and family clients, enhancing their investment experience. Essential qualifications include 2+ years as a Financial Advisor, a Series 7 license, and a commitment to goals-based planning. The position offers a competitive salary, commissions, and various benefits, centered on diversity and employee wellness.