Wealth Advisor - Holistic, Client-First Planning

Aumni; Indianapolis (IN); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client acquisition

Relationship management

Financial planning

Business judgement

Formation

Bachelor's degree preferred

CFP certification preferred

Outils

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Description du poste

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.