Wealth Advisor – Private Client & Relationship Lead

Aumni; Mishawaka (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan in Mishawaka, Indiana, is seeking a Private Client Advisor to provide financial planning and investment solutions. The role requires at least 2 years of experience in financial services, with a focus on building relationships with clients. Candidates must have a Series 7 and Series 66 license, along with strong skills in client acquisition and goals-based planning. The position emphasizes customer service excellence and digital engagement, offering opportunities for professional growth within a leading bank.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Valid and active Series 7 and Series 66 licenses required.
• Life, Health and Long Term Care Insurance license required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate integrity and focus on client needs.
• Educate clients on monitoring and handling investments.

Skills

Client acquisition

Cultivating client relationships

Goals-based planning

Financial market understanding

Education

Bachelor's degree

CFP® certification

Job description

J.P. Morgan in Mishawaka, Indiana, is seeking a Private Client Advisor to provide financial planning and investment solutions. The role requires at least 2 years of experience in financial services, with a focus on building relationships with clients. Candidates must have a Series 7 and Series 66 license, along with strong skills in client acquisition and goals-based planning. The position emphasizes customer service excellence and digital engagement, offering opportunities for professional growth within a leading bank.