JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Northwest Indiana
$48K
Munster, IN +7 · Full-time · Posted May 14, 2026
- Location
- Munster, IN
Hammond, IN
Highland, IN
Michigan City, IN
Merrillville, IN
Hobart, IN
Portage, IN
Chesterton, 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 delivering an exceptional investor experience.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Offer holistic financial coaching, goals-based advice, and referrals to Chase partners.
- Educate clients on digital tools and channels for managing investments and banking.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and partnering with key colleagues.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active 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.
Pay
$47,520.00-$47,520.00 USD base salary (Michigan City, IN); $47,520.00-$47,520.00 USD base salary (Merrillville, IN); $47,520.00-$47,520.00 USD base salary (Munster, IN); $47,520.00-$47,520.00 USD base salary (Hobart, IN); $47,520.00-$47,520.00 USD base salary (Portage, IN); $47,520.00-$47,520.00 USD base salary (Chesterton, IN); $47,520.00-$47,520.00 USD base salary (Highland, IN); $47,520.00-$47,520.00 USD base salary (Hammond, IN)
Model-written summary · the original posting is authoritative