Wealth Advisor: Private Clients & Holistic Planning

Testing Site - JPMC

Indianapolis (IN)

On-site

USD 75,000 - 110,000

Full time

14 days+

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Job summary

JPMorgan Chase in Indianapolis is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering investment solutions tailored to client needs.

You will partner with professionals to deepen client relationships, educate clients on digital tools, and provide holistic financial coaching beyond investments, ensuring an exceptional investor experience with integrity and

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
Demonstrated ability and commitment to goals-based planning and advice.
A valid and active Series 7.
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
CFP certification is preferred.
Bachelor’s degree preferred.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Support teammates’ success and foster a culture of diversity.
Demonstrate deep understanding of financial markets and sound business judgement.
Exhibit integrity and do right by clients at every opportunity.
Educate clients on technology and channels to monitor investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients become digitally confident.