Wealth Advisor: Private Client Planning & Growth

JPMorgan Chase & Co.; Hobart (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families. This role emphasizes relationship-building, client acquisition, and educational outreach on digital tools.

The ideal candidate has 2+ years in financial advisory roles, holds or will obtain required licenses, and demonstrates integrity and expert knowledge of markets to support clients’ financial goals.

Qualifications

• Minimum 2 years in a financial advisor role or equivalent.
• Proven ability to acquire and grow client relationships.
• Strong goals-based planning and financial guidance.
• Active Series 7 license required; Series 66 required or must be obtained within 60 days of start.
• Active Life, Health and Long Term Care licenses required or must be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Provide holistic financial planning and investment coaching beyond investments.
• Educate clients on technology and channels to monitor, manage and access their investments.
• Demonstrate integrity and prioritize doing right by clients.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial market understanding

Integrity and ethics

Education

Bachelor’s degree (preferred)

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care licenses

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families. This role emphasizes relationship-building, client acquisition, and educational outreach on digital tools.

The ideal candidate has 2+ years in financial advisory roles, holds or will obtain required licenses, and demonstrates integrity and expert knowledge of markets to support clients’ financial goals.