J.P. Morgan Wealth Management – Private Client Advisor - Northwest Indiana

Location: Saint John, 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 Saint John, IN branch in Northwest Indiana. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them achieve their long-term financial goals. This position is ideal for a seasoned professional passionate about wealth management, with a focus on building trusted relationships and providing personalized solutions in a dynamic retail banking environment. You will leverage J.P. Morgan's global resources and innovative tools to offer holistic advice, including investment strategies, retirement planning, and estate management, all while ensuring compliance with industry standards. In this client-facing role, you will conduct in-depth financial assessments, recommend tailored investment portfolios, and collaborate with cross-functional teams to integrate banking, lending, and advisory services. Success will be measured by your ability to grow client assets under management, foster referrals, and deliver exceptional service that aligns with J.P. Morgan's commitment to integrity and excellence. You will engage with a diverse clientele in the Northwest Indiana community, participating in local events to expand your network and deepen client loyalty. J.P. Morgan Wealth Management offers unparalleled support through cutting-edge technology, ongoing training, and a collaborative culture that empowers advisors to thrive. If you are a results-oriented professional with a proven track record in financial services, join us to make a meaningful impact on clients' financial futures while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Saint John, IN branch
• Develop and maintain long-term relationships with private clients, identifying opportunities to expand their portfolios
• Conduct comprehensive needs assessments to recommend tailored solutions including investments, retirement planning, and estate strategies
• Collaborate with J.P. Morgan Wealth Management teams to deliver holistic financial services and banking products
• Prospect for new clients through community networking, referrals, and branch-based events in Northwest Indiana
• Ensure all advisory activities comply with FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios and market trends to adjust strategies and maximize returns
• Educate clients on J.P. Morgan's suite of wealth management offerings, including alternative investments and philanthropy services
• Track and report on client satisfaction, portfolio performance, and business development metrics
• Participate in ongoing professional development to stay current with financial regulations and industry best practices

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 branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently while collaborating with branch teams in Northwest Indiana
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience working with high-net-worth individuals and families in the Midwest region
• Bilingual proficiency in English and Spanish to serve diverse client bases in Northwest Indiana
• Prior success in meeting sales targets and growing assets under management at a financial institution
• Knowledge of J.P. Morgan's proprietary wealth management tools and platforms

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Sales and business development
• Regulatory compliance and risk management
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational skills
• Empathy and active listening
• Negotiation and persuasion
• Data interpretation for market trends
• Team collaboration in a branch setting
• Digital literacy for CRM systems like Salesforce
• Adaptability to evolving financial regulations

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to the Saint John, IN area

JP Morgan Chase is an equal opportunity employer.