Wealth Planning & Relationship Advisor

Aumni; Greenfield (IN); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families, building trusted relationships and a holistic view of clients' financial needs.

The role emphasizes client acquisition, collaborating with partners, and using digital tools to enhance the investor experience. Requires Series 7 and 66 licenses, Life/Health/LTC licenses, and a degree; CFP and 2+ years of advisor experience are

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

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Financial planning

Business development

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families, building trusted relationships and a holistic view of clients' financial needs.

The role emphasizes client acquisition, collaborating with partners, and using digital tools to enhance the investor experience. Requires Series 7 and 66 licenses, Life/Health/LTC licenses, and a degree; CFP and 2+ years of advisor experience are