J.P. Morgan Wealth Management | Private Client Advisor | Westfield, IN and Surrounding Areas

JPMorgan Chase & Co. • Carmel, IN

24d

About The Position

As a Private Client Advisor in J.P. Morgan Wealth Management, you provide comprehensive financial planning and advice to individuals and families, serving clients ranging from people just starting to save to those with significant wealth. You deliver an exceptional investor experience through advised solutions and referrals to Chase partners, helping deepen client relationships. The role involves building a book of business and providing personalized investment solutions, with a consistent focus on relationship management rather than portfolio management. You also help clients understand available technology and digital channels, provide financial coaching beyond investments, and support clients in banking and managing investments through the channels that suit them.

Requirements

• 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 license.
• A valid and active Series 66 (63/65) license, or ability to obtain it 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, or ability to obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification is preferred.
• Bachelor’s degree preferred.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a focus on relationship management rather than portfolio management.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about technology and channels for monitoring, maintaining, and managing their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more digitally confident.
• Provide comprehensive financial planning and advice to individuals and families, including advised solutions and Chase partner referrals.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed