J.P. Morgan Wealth Management – Private Client Advisor - Bloomington, IN

JPMorgan Chase & Co. • Fort Wayne, IN

6d

About The Position

As a Private Client Advisor in Chase Wealth Management, you provide comprehensive financial planning and advice to individuals and families, supporting clients at a range of wealth levels. You deliver an exceptional investor experience through advised solutions and referrals to Chase partners, deepening client relationships. The role represents J.P. Morgan Chase to clients and uses its investment products, thought leadership, and digital technology to help meet clients’ financial needs. The position emphasizes relationship management rather than portfolio management, holistic financial coaching, and helping clients use digital banking and investment tools.

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.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or ability to obtain it within 60 days of starting as a condition of employment.

Nice To Haves

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

Responsibilities

• 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 consistent focus on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about technology and channels available to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Use digital innovations to help clients build digital confidence and bank when, where, and how they want.

Benefits

• Competitive total rewards package.
• 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