J.P. Morgan Wealth Management – Private Client Advisor - Indianapolis, IN
On-site · Indianapolis, Indiana, United States
Job Summary
Private Client Advisor within Chase Wealth Management; build and manage a book of business delivering personalized investment solutions and comprehensive financial planning for individuals and families. Leverage leadership and relationship-building to foster client relationships, educate clients on technology and digital channels, and collaborate with partners to provide holistic financial coaching beyond investments. Requires a solid understanding of financial markets, integrity in guidance, and active licensing (Series 7, Series 66) with preferred CFP certification and a bachelor’s degree. Location: Indianapolis, IN; role emphasizes client acquisition, goals-based planning, and delivering an exceptional investor experience.
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
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