J.P. Morgan Wealth Management – Private Client Advisor - Mishawaka/South Bend, IN

Location: Mishawaka, 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 Mishawaka/South Bend, IN branch. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including advanced investment tools and research, to help clients navigate complex financial landscapes, from retirement planning to estate strategies. Your focus will be on building enduring relationships in the local community, fostering trust through expert guidance on J.P. Morgan's diverse portfolio of products and services. Key to success in this position is your ability to conduct thorough financial assessments, recommend personalized investment strategies, and ensure all advice aligns with regulatory standards and J.P. Morgan's commitment to client-centric service. You will collaborate with branch colleagues, including bankers and specialists, to provide seamless, holistic support while actively pursuing new business opportunities through networking and referrals in the Mishawaka/South Bend area. This role demands a proactive approach to client education, empowering individuals and families to achieve financial security amid evolving market conditions. J.P. Morgan Wealth Management values integrity, innovation, and excellence, offering a dynamic environment where your contributions directly impact client outcomes and firm growth. If you are passionate about financial advising and ready to make a difference in the lives of Midwest clients, this position provides an ideal platform to advance your career within a prestigious global organization.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Mishawaka/South Bend area
• Develop and maintain long-term relationships with clients through comprehensive needs assessments and tailored solutions
• Recommend J.P. Morgan investment products, including mutual funds, ETFs, and alternative investments, while ensuring regulatory compliance
• Collaborate with branch teams and specialists to deliver holistic wealth management services, such as estate planning and retirement strategies
• Prospect and acquire new clients through community networking, referrals, and branch-based outreach
• Monitor client portfolios and market conditions to adjust strategies and mitigate risks
• Educate clients on financial topics, including tax implications and market volatility, to build trust and loyalty
• Maintain accurate records in J.P. Morgan's CRM systems and adhere to all internal policies and external regulations
• Participate in ongoing professional development to stay current with industry trends and J.P. Morgan offerings
• Contribute to branch goals by supporting team initiatives and client satisfaction metrics

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 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 products, and regulatory compliance
• Ability to work in a branch-based setting in Mishawaka/South Bend, IN
• 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's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in the region
• Previous success in generating new business and achieving sales targets in a competitive market
• Knowledge of local economic trends in the Midwest, particularly Indiana

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC, CFPB)
• Sales and business development
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• CRM software proficiency (e.g., Salesforce or J.P. Morgan systems)
• Time management and organizational skills
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration
• Ethical decision-making in high-stakes environments

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans 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 relevant certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable, plus commuter benefits for the Mishawaka/South Bend location

JP Morgan Chase is an equal opportunity employer.