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Financial Consultant Financial Advisor

Private Client Advisor: Wealth Planning & Digital Solutions

Job in Bloomington, Monroe County, Indiana, 47401, USA
Listing for: JPMorganChase
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Bloomington, IN, is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage directly with clients, offering tailored investment solutions and building lasting relationships. Ideal candidates possess strong experience in client acquisition and a deep knowledge of financial products. This full-time role demands passion and integrity while working in a collaborative environment.

A valid Series 7 and active insurance license are required, with preferred qualifications including CFP certification and a Bachelor’s degree.
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