J.P. Morgan Wealth Management - Private Client Advisor in Licensing -South Bend, IN

JPMorgan Chase & Co. • South Bend, IN

1d

About The Position

As a Private Client Advisor in J.P. Morgan Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients from those beginning to save to those with significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners that deepen client relationships. The role focuses on relationship management rather than portfolio management and uses the firm’s investment products, thought leadership, and digital technology to help meet clients’ financial needs.

You will build a book of business, offer personalized investment solutions, coach clients on their broader financial needs, and help them become confident using available digital tools and channels. The position also calls for supporting teammates and bank goals while fostering diversity, integrity, and strong client service.

Requirements

• At least 1 year in a Banker role or equivalent experience in financial services.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Obtain a valid and active Series 7 and 66 (63/65), and Life and Health Insurance license within 120 days of starting in the role as a condition of employment.

Nice To Haves

• 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, focusing consistently on relationship management rather than portfolio management.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with unwavering integrity and do what is right for clients.
• Educate clients about technology and channels they can use to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more digitally confident so they can bank when, where, and how they want.
• Offer comprehensive financial planning and advice to individuals and families, using advised solutions and Chase partner referrals to deepen client relationships.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
• 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