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

Location: Greenwood, 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 Greenwood, IN branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their life goals. As a key member of our team, you will leverage J.P. Morgan's global resources and expertise to provide holistic financial planning, including investment strategies, retirement planning, and estate advisory services. Your focus will be on building enduring client relationships while navigating the dynamic financial services landscape to help clients achieve financial security and growth. The Private Client Advisor role demands a client-centric approach, where you will conduct in-depth needs assessments, recommend personalized portfolios from J.P. Morgan's diverse offerings, and integrate seamless access to Chase banking and lending products. You will collaborate with internal specialists to ensure clients receive coordinated advice, all while adhering to the highest standards of compliance and fiduciary responsibility. In the Greenwood community, you will engage with a diverse clientele, from emerging affluent families to established professionals, fostering trust through education on market insights and tailored risk management. Success in this position requires a passion for financial advisory and a commitment to J.P. Morgan's values of integrity and excellence. You will thrive in a supportive environment that emphasizes professional growth, with opportunities to advance within our renowned Wealth Management division. If you are ready to make a meaningful impact on clients' financial futures in a collaborative, high-performance setting, join J.P. Morgan Chase and contribute to our legacy of empowering wealth creation.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Prospect, develop, and nurture long-term relationships with clients in the Greenwood, IN branch and surrounding areas
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and wealth accumulation
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment services
• Educate clients on J.P. Morgan's suite of products, such as Chase Private Client offerings and investment portfolios
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Identify opportunities for cross-selling J.P. Morgan Chase financial products to enhance client portfolios
• Monitor market trends and economic conditions to adjust client strategies proactively
• Maintain accurate records of client interactions and portfolio performance using J.P. Morgan's proprietary systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• 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 advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and engage with diverse client populations

Preferred Qualifications

• Advanced degree or certification such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services
• Bilingual proficiency to serve multicultural clients in the Greenwood, IN community
• Previous success in meeting or exceeding sales targets in wealth management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory knowledge (SEC, FINRA)
• Sales and negotiation techniques
• Risk assessment and management
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Adaptability to market changes
• Ethical decision-making
• Team collaboration
• Digital literacy for virtual client meetings

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's training programs and certifications
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable for the Greenwood, IN location

JP Morgan Chase is an equal opportunity employer.