J.P. Morgan Wealth Management – Private Client Advisor - Westfield, IN
On-site · Westfield, Indiana, United States
Job Summary
Private Client Advisor in Chase Wealth Management offering comprehensive financial planning and investment solutions to individuals and families. Build a book of business and deliver personalized investment solutions focused on relationship management, client education, and leveraging digital tools to enhance the client experience. Requires licensing (Series 7, Series 66 or equivalent) and Life/Health/LTC licenses to be obtained within 60 days; CFP certification is preferred and a Bachelor’s degree is preferred.
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
- Bachelor’s degree preferred
- Investment and Insurance Products not FDIC insured
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