Wealth Management: Private Client Advisor

JPMorgan Chase; Noblesville (IN); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase Wealth Management seeks a Private Client Advisor in Noblesville, IN to provide comprehensive financial planning and investment guidance for individuals and families.

You will build a client book and offer tailored investment solutions, partnering with specialists to meet client goals. You’ll guide clients through financial planning, educate them on digital tools, and uphold the firm’s commitment to integrity and service.

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 license.
• 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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on the technology and channels available to monitor investments.
• Collaborate with partners to deepen client relationships through referrals.
• Foster a culture of diversity and inclusion within the team.
• Deliver exceptional client service and integrity in all interactions.

Skills

Client acquisition

Relationship-building

Financial planning

Understanding of financial markets

Integrity

Digital literacy

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase Wealth Management seeks a Private Client Advisor in Noblesville, IN to provide comprehensive financial planning and investment guidance for individuals and families.

You will build a client book and offer tailored investment solutions, partnering with specialists to meet client goals. You’ll guide clients through financial planning, educate them on digital tools, and uphold the firm’s commitment to integrity and service.