J.P. Morgan Wealth Management – Private Client Advisor - Greenfield, IN (Greenfield)
On-site · Greenfield, Indiana, United States
Job Summary
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions with a focus on relationship management and client service. You will educate clients on technology and channels to monitor and manage their investments, provide a holistic view of clients’ financial needs beyond investments, and collaborate with partners to deepen client relationships while upholding integrity and fiduciary standards.
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
- Preferred qualifications: Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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