Wealth Advisor - Holistic, Client-First Planning

Aumni; Noblesville (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Mental health support

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Noblesville, Indiana. In this role, you will offer personalized financial planning to individuals and families while building lasting client relationships. The ideal candidate should have at least two years of financial advisory experience, a strong educational background, and relevant financial licenses.

We provide a competitive salary and a comprehensive benefits package including health care, retirement plans, and mental health support, ensuring our employees' diverse needs are met.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Champion and support teammates’ success and the goals of the bank.
• Provide a holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Educational skills

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life, Health & Long Term Care License

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Noblesville, Indiana. In this role, you will offer personalized financial planning to individuals and families while building lasting client relationships. The ideal candidate should have at least two years of financial advisory experience, a strong educational background, and relevant financial licenses.

We provide a competitive salary and a comprehensive benefits package including health care, retirement plans, and mental health support, ensuring our employees' diverse needs are met.