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Private Client Advisor, Wealth Planning & Relationships

Job in Bloomington, Monroe County, Indiana, 47401, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading global financial services firm is looking for a Private Client Advisor to join its team in Bloomington, Indiana. In this role, you will offer comprehensive financial planning and advice to individuals, ensuring an exceptional investor experience. The ideal candidate has at least 2 years in a financial advisor role, a valid Series 7 license, and is committed to client relationships.

This position offers opportunities for professional development and a commitment to diversity and inclusion.
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