J.P. Morgan Wealth Management – Private Client Advisor - Columbia City, IN
On-site · Columbia City, Indiana, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business, delivers personalized investment solutions, and provides holistic financial planning to individuals and families. The role requires relationship-building, knowledge of financial markets, and the ability to educate clients on digital channels and investment solutions, while upholding integrity and delivering an exceptional client experience. Requires Series 7 and Series 66 (63/65) licenses (or to obtain within 60 days), Life/Health/Long Term Care licenses (or obtain within 60 days); bachelor’s degree preferred; minimum 2 years in financial advisory or equivalent experience; location in Columbia City, IN. Responsibilities include client acquisition, partnering with key stakeholders, and leveraging digital tools to support clients’ financial needs.
Required 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
- Bachelor’s degree preferred
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