JPMorgan Chase
J.P. Morgan Wealth Management | Private Client Advisor | Lafayette, IN and Surrounding Areas
Lafayette, 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 and personalized investment advice to individuals and families, building client relationships and delivering an advised investor experience.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Assess clients’ broader financial needs, provide financial coaching, and educate them about investment technology and digital banking channels.
- Support teammates and bank goals while maintaining integrity, sound business judgment, and a commitment to diversity.
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 relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (or 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