JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Greenwood / Avon, IN
Greenwood, IN +1 · Full-time · Posted Oct 16, 2026
- Location
- Greenwood, IN
Avon, IN - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and offering advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching, goals-based advice, and education about digital tools and channels.
- Support teammates and bank goals while fostering diversity and delivering exceptional client service.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, client relationship management, and integrating with key partners.
- Valid and active Series 7; Series 66 (63/65) required or obtainable within 60 days of starting.
- Life, Health and Long Term Care Insurance license required or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative