J.P. Morgan Wealth Management – Private Client Advisor - Indianapolis, IN (Shadeland and 75th / Lawrence Frank)
On-site · Indianapolis, Indiana, United States
Indianapolis, Indiana, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a client-focused book of business, delivering personalized investment solutions, and leveraging leadership/relationship-building skills to meet clients’ financial planning needs. Role emphasizes relationship management, digital onboarding, and coordination with partners to provide comprehensive investment solutions; requires relevant financial services experience and active securities/licenses.
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
- 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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