Wealth Advisor — Private Client (Northwest Indiana)

JPMorgan Chase & Co.; Valparaiso (IN); On-site; USD 85,000 - 120,000; Full time

Job summary

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

You will build lasting client relationships, educate clients on digital tools, and work with Chase referrals to deepen advisory relationships. Required credentials include 2+ years in financial advisory, Series 7, Series 66, and Life/Health/LTC licenses (or to be obtained within 60 days).

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 license required or to be obtained within 60 days of starting.
• Active Life, Health, and Long Term Care Insurance license required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Prioritize client interests with integrity and ethics.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial guidance beyond investments and leverage Chase referrals.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial markets understanding

Integrity & ethics

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

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

You will build lasting client relationships, educate clients on digital tools, and work with Chase referrals to deepen advisory relationships. Required credentials include 2+ years in financial advisory, Series 7, Series 66, and Life/Health/LTC licenses (or to be obtained within 60 days).