Wealth Advisor: Private Client Solutions & Growth

JPMorgan Chase & Co.; Indianapolis (IN); Vor Ort; USD 80.000 - 140.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Indianapolis is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, provide advised solutions, and work with partners to deepen client relationships while upholding the firm’s high standards of service. The role requires at least 2 years of financial advisor experience, strong client acquisition, and active licenses (Series 7

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and collaborating with partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 (63/65) 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.

Aufgaben

• Build a book of business and deliver personalized investment solutions through relationship management, not portfolio management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Represent the bank with integrity, doing right by clients at every opportunity.
• Educate clients on technology and digital channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank how they want, when they want.

Kenntnisse

Client acquisition

Relationship-building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Ausbildung

Bachelor's degree (preferred)

Jobbeschreibung

JPMorgan Chase & Co. in Indianapolis is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, provide advised solutions, and work with partners to deepen client relationships while upholding the firm’s high standards of service. The role requires at least 2 years of financial advisor experience, strong client acquisition, and active licenses (Series 7