Wealth Planning & Private Client Advisor

JPMorgan Chase & Co.; Greenwood (IN); On-site; USD 80,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, nurture client relationships, and collaborate with partners to deliver tailored solutions.

This role emphasizes integrity, market understanding, and educating clients on digital tools to monitor and manage their investments while delivering exceptional investor experiences.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Licenses: Series 7 and Series 66 (63/65) required or obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide holistic financial coaching beyond investments and educate clients on digital tools to monitor and manage their investments.
• Embrace digital innovations to help clients be more digitally confident and transact when/where they want.

Skills

Relationship-building

Financial planning

Client acquisition

Goals-based planning

Integrity

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, nurture client relationships, and collaborate with partners to deliver tailored solutions.

This role emphasizes integrity, market understanding, and educating clients on digital tools to monitor and manage their investments while delivering exceptional investor experiences.