J.P. Morgan Wealth Management – Private Client Advisor - Schererville, IN and Surrounding Areas
About The Position
As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients ranging from people just starting to save to those with significant wealth. You will offer advised solutions and Chase partner referrals to deliver an exceptional investor experience and deepen client relationships. You will represent the J.P. Morgan Chase brand, helping clients find investment solutions that meet their financial needs through a broad investment product and thought leadership platform and digital technology. The role focuses on relationship management rather than portfolio management, with an emphasis on personalized investment solutions, financial coaching, and helping clients use digital tools and channels.
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 must obtain it within 60 days of starting in the role as a condition of employment.
- Valid and active Life, Health and Long Term Care Insurance license, or must obtain it within 60 days of starting in the role as a condition of employment.
Nice To Haves
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Responsibilities
- Support teammates’ success and the goals of the bank while fostering a culture of diversity.
- Build a book of business and deliver personalized investment solutions through leadership and relationship-building, focusing on relationship management rather than portfolio management.
- Demonstrate an understanding of financial markets and sound business judgment.
- Act with integrity and do what is right for clients.
- Educate clients about technology and channels that help them monitor, maintain, and manage their investments.
- Provide a holistic view of clients’ needs and financial coaching beyond investments.
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
