J.P. Morgan Wealth Management - Private Client Advisor - Carmel, IN

Location: Carmel, IN, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Carmel, IN branch team. In this branch-based role, you will deliver comprehensive financial planning and tailored advice to individuals and families, helping them achieve their long-term wealth objectives. As a key member of our Wealth Management division, you will leverage J.P. Morgan's global resources and innovative tools to provide holistic solutions, including investment management, retirement planning, and estate strategies. This position offers the opportunity to build meaningful client relationships in a dynamic, community-focused environment while contributing to one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial situations, goals, and risk profiles to create personalized wealth plans. You will collaborate with J.P. Morgan specialists to recommend products like diversified portfolios, alternative investments, and integrated banking services from Chase. Success in this role requires proactive client engagement, from initial consultations to ongoing portfolio reviews, ensuring compliance with all regulatory standards. In the Carmel market, you will also engage in local networking to grow your client base and support the firm's commitment to inclusive financial advice. J.P. Morgan Wealth Management values advisors who embody integrity, expertise, and client-centricity. This role is ideal for professionals passionate about empowering clients' financial futures in a supportive, high-performance culture. With access to cutting-edge technology and continuous training, you will thrive in a position that combines advisory excellence with business development opportunities in the heart of Indiana's vibrant financial landscape.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Carmel, IN branch
• Develop and maintain long-term relationships with private clients by understanding their unique financial goals and risk tolerances
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and portfolio management
• Recommend and implement J.P. Morgan Wealth Management products such as investment portfolios, annuities, and banking solutions
• Prospect for new clients through community events, referrals, and branch networking in the local Carmel market
• Ensure all advisory activities comply with J.P. Morgan Chase policies, FINRA, and SEC regulations
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management services
• Monitor client portfolios and market conditions to adjust strategies and maximize returns
• Educate clients on financial literacy topics and J.P. Morgan's digital tools for wealth tracking
• Track and report on client portfolio performance and advisory outcomes to meet firm standards

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or the ability to obtain them within 120 days of hire
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a branch-based setting in Carmel, IN, with flexible hours including evenings and weekends as needed
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services, including Chase Wealth Management solutions
• Bilingual proficiency in English and Spanish to serve diverse client bases in the Carmel area
• Previous success in meeting or exceeding sales targets in a competitive financial services market
• Knowledge of local economic trends and community networks in Indiana

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, Morningstar)
• Knowledge of tax-efficient investing
• Emotional intelligence and empathy
• Time management and organization
• Data analysis for client reporting
• Negotiation and advisory persuasion
• Adaptability to market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6%
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• Employee stock purchase plan and access to J.P. Morgan's internal wealth management resources
• Wellness programs with gym memberships, mental health support, and financial counseling
• Relocation assistance if applicable, plus commuter benefits for Carmel, IN location

JP Morgan Chase is an equal opportunity employer.