J.P. Morgan Wealth Management – Private Client Advisor - Fort Wayne/Muncie, Indiana

Location: Fort Wayne, IN, United States

Job Family: Advisors

About the Role

J.P. Morgan Wealth Management is seeking a dedicated Private Client Advisor to join our branch in Fort Wayne/Muncie, Indiana. In this role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As part of J.P. Morgan Chase & Co., the world's leading global financial services firm, you will leverage our extensive resources, including advanced investment tools and a network of experts, to help clients achieve their financial goals. This branch-based position focuses on building long-term relationships through personalized advice on investments, retirement planning, estate strategies, and more, while navigating the dynamic financial landscape of the Midwest. Your primary responsibilities will include prospecting for new clients within the local community, conducting in-depth financial assessments, and recommending J.P. Morgan's premier products such as customized portfolios, alternative investments, and Chase Private Client banking integration. You will collaborate with internal teams to ensure seamless service delivery and compliance with all regulatory standards. Success in this role requires a client-centric approach, where you proactively monitor market trends, adjust strategies to mitigate risks, and educate clients on opportunities to grow and protect their wealth. By fostering trust and demonstrating expertise, you will contribute to J.P. Morgan's reputation for excellence in wealth management. We offer a supportive environment with robust training, cutting-edge technology, and a competitive compensation structure that rewards performance. If you are passionate about financial advisory and eager to make a meaningful impact in the Fort Wayne and Muncie communities, join J.P. Morgan Wealth Management to advance your career while empowering clients to secure their financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Fort Wayne and Muncie areas
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax optimization
• Prospect, acquire, and retain clients through branch-based networking, referrals, and community engagement
• Conduct client meetings to assess financial goals, risk tolerance, and recommend suitable J.P. Morgan investment products
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with regulatory requirements
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic financial solutions
• Educate clients on J.P. Morgan's suite of services, such as Chase Private Client and J.P. Morgan Wealth Plan
• Maintain accurate records in CRM systems and adhere to firm policies on risk management and ethics
• Participate in local business development initiatives to grow the Private Client Advisor practice
• Stay updated on industry trends, J.P. Morgan product innovations, and economic factors affecting Indiana clients

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in the financial services industry
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work in a branch-based environment serving clients in Fort Wayne and Muncie, Indiana
• Clean regulatory history and adherence to FINRA and SEC standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase systems and platforms for wealth management
• Bilingual proficiency in English and Spanish to serve diverse client bases in Indiana
• Previous success in asset gathering and portfolio management exceeding $10M AUM
• Knowledge of local economic trends in the Midwest region

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, ETFs, alternatives)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC, CFPB)
• Financial planning software proficiency (e.g., MoneyGuidePro, eMoney)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from market reports
• CRM system usage (e.g., Salesforce)
• Ethical decision-making in high-stakes environments

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
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and licensing support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness programs
• Wellness benefits such as gym memberships, mental health resources, and onsite fitness centers
• Relocation assistance for eligible candidates moving to the Fort Wayne/Muncie area

JP Morgan Chase is an equal opportunity employer.