J.P. Morgan Wealth Management – Private Client Advisor - Northwest Indiana
On-site · Valparaiso, Indiana, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions, providing comprehensive financial planning and advice to individuals and families. The role focuses on relationship management, educating clients on technology and digital channels, collaborating with partners, and offering holistic financial guidance beyond investments. The position requires understanding of financial markets, integrity, client education, and success in client acquisition and managing client relationships; licensing in Series 7 and Series 66 (63/65) and Life/Health/Long Term Care insurance is required or must be obtained within 60 days of starting.
Required Qualifications
- Series 7 license
- Series 66 license or applicability to obtain within 60 days
- Life, Health and Long Term Care Insurance license or ability to obtain within 60 days
- Bachelor’s degree preferred
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