Wealth Advisor - Private Client & Financial Planning

JPMorgan Chase & Co.; Noblesville (IN); Vor Ort; USD 85.000 - 120.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Noblesville, IN, is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build a trusted advisory relationship, leveraging leadership and referrals to deepen client partnerships, while maintaining high standards of integrity and fiduciary responsibility in a dynamic, digital-first environment.

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Aufgaben

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Kenntnisse

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66 (63/65)

License: Life/Health/LTC

Ausbildung

Bachelor’s degree preferred

CFP certification preferred

Jobbeschreibung

JPMorgan Chase & Co. in Noblesville, IN, is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build a trusted advisory relationship, leveraging leadership and referrals to deepen client partnerships, while maintaining high standards of integrity and fiduciary responsibility in a dynamic, digital-first environment.