Wealth Advisor, Private Client - Holistic Planning

JPMorgan Chase & Co.; Noblesville (IN); On-site; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Noblesville, IN, is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice while fostering client relationships. The ideal candidate should possess at least 2 years of financial advisory experience and relevant licenses. This role emphasizes client acquisition and personalized investment solutions, supporting diverse financial needs. A competitive rewards package and commitment to diversity are key aspects of this opportunity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated commitment to goals-based planning and advice.
• Certified Financial Planning (CFP®) certification is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support your teammates’ success.
• Educate clients on the technology and channels for managing investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment knowledge

Education

Valid and active Series 7

Valid and active Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Tools

Financial planning software

Job description

A leading financial services firm in Noblesville, IN, is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice while fostering client relationships. The ideal candidate should possess at least 2 years of financial advisory experience and relevant licenses. This role emphasizes client acquisition and personalized investment solutions, supporting diverse financial needs. A competitive rewards package and commitment to diversity are key aspects of this opportunity.