J.P. Morgan Wealth Management – Private Client Advisor - Northwest Indiana
On-site · Saint John, Indiana, United States
Job Summary
Private Client Advisor in Chase Wealth Management offers comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions with a relationship-management focus. The role emphasizes education on technology and digital channels to help clients monitor and manage their investments, a holistic view of clients’ financial needs beyond investments, and leveraging digital innovations to enable banking anytime, anywhere. Requirements include 2+ years in financial services, success in client acquisition and relationship-building, and active licenses Series 7 and Series 66 (or obtained within 60 days), plus Life, Health and Long Term Care Insurance license (or obtained within 60 days). CFP certification is preferred, as is a Bachelor's degree.
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
- 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 include Certified Financial Planning (CFP) certification and Bachelor's degree
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