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

Location: Valparaiso, 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 Valparaiso, IN, serving the Northwest Indiana region. In this role, you will act as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions that align with their unique financial goals. Leveraging J.P. Morgan's global resources, cutting-edge investment tools, and extensive product suite—including retirement planning, estate strategies, lending, and alternative investments—you will help clients navigate complex financial landscapes to build and protect their wealth. This branch-based position emphasizes personalized service in a dynamic retail environment, where you'll collaborate with J.P. Morgan Chase bankers to identify opportunities and foster long-term client loyalty. As a Private Client Advisor, your day-to-day responsibilities will include conducting in-depth financial assessments, developing customized investment portfolios, and providing ongoing advice to ensure clients' objectives are met amid evolving market conditions. You will prospect for new business through community engagement, referrals, and internal partnerships, while maintaining meticulous records in compliance with regulatory standards. At J.P. Morgan, we prioritize a client-centric approach, empowering you with access to our world-class research, technology platforms like J.P. Morgan's Wealth Plan tool, and a supportive team of specialists to deliver exceptional outcomes. This role offers a rewarding career path within one of the world's leading financial institutions, with opportunities for professional growth, competitive compensation, and a collaborative culture. If you are passionate about financial advisory, have a proven track record in wealth management, and are eager to make a meaningful impact in Northwest Indiana, we invite you to bring your expertise to J.P. Morgan Wealth Management.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages using J.P. Morgan's proprietary tools and resources
• Prospect, acquire, and retain high-net-worth clients within the Valparaiso, IN branch and surrounding Northwest Indiana communities
• Conduct regular client reviews, portfolio assessments, and adjustments to ensure alignment with market conditions and client objectives
• Collaborate with J.P. Morgan Wealth Management teams, including investment specialists and estate planning experts, to deliver holistic solutions
• Educate clients on financial products such as retirement plans, insurance, lending, and alternative investments offered by J.P. Morgan Chase
• Maintain compliance with all federal and state regulations, including FINRA, SEC, and internal J.P. Morgan policies
• Build referral networks with branch bankers, attorneys, accountants, and other professionals to expand client base
• Utilize digital platforms and CRM systems to track client interactions, manage portfolios, and generate performance reports
• Participate in community events and business development activities to enhance J.P. Morgan's presence in Northwest Indiana

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• At least 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 in the wealth management industry
• Ability to work in a branch-based setting and engage with high-net-worth individuals and families
• 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 working in the Midwest region, particularly Northwest Indiana, with knowledge of local economic factors
• Previous role in a J.P. Morgan Chase branch or similar large financial institution
• Bilingual proficiency in English and Spanish to serve diverse client bases in the area
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Financial planning software expertise
• Time management and organization
• Empathy and active listening
• Negotiation and advisory counseling
• Market trend analysis
• Team collaboration and networking

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 5% of eligible pay
• Paid time off including vacation, sick days, and 15+ paid holidays annually
• Professional development programs, including tuition reimbursement for certifications like CFP
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs with gym memberships, mental health support, and financial counseling
• Relocation assistance for eligible candidates and family-friendly benefits like parental leave

JP Morgan Chase is an equal opportunity employer.