J.P. Morgan Wealth Management – Private Client Advisor - Indianapolis, Fishers, Noblesville - Indiana
On-site · Indianapolis, Indiana, United States or Fishers, Indiana, United States
Job Summary
Provide comprehensive financial planning and advice to individuals and families as part of Chase Wealth Management, building a book of business and delivering personalized investment solutions. Leverage leadership and relationship-building skills, stay informed on financial markets, educate clients on technology channels, and collaborate with partners to deepen client relationships. Requires licenses (Series 7, Series 66 or equivalent) and an insurance license; 2+ years of financial advisory experience; college degree preferred. Roles based in Indianapolis, Fishers, and Noblesville, IN with in-person client engagement.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
- Bachelor’s degree preferred or higher
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