JPMorgan Chase
J.P. Morgan Wealth Management | Private Client Advisor | Indianapolis, IN and Surrounding Areas
Indianapolis, IN · Full-time · Posted Oct 16, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning, investment advice, and financial coaching to individuals and families while building client relationships and offering personalized investment solutions.
What you'll do
- Build a book of business, acquire and maintain client relationships, and provide personalized investment solutions with a focus on relationship management.
- Offer holistic financial planning and coaching, educate clients about digital tools, and refer clients to Chase partners as appropriate.
- Support teammates and bank goals while demonstrating market knowledge, sound judgment, and integrity.
What they ask for
- 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.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative