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Financial Advisor Financial Consultant Wealth Management Financial Sales

Private Client Advisor, Wealth Planning & Relationships

Job in Carmel, Hamilton County, Indiana, 46033, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
An international financial services firm is seeking a Private Client Advisor in Carmel, Indiana, to provide comprehensive financial planning and investment solutions. The candidate should possess deep financial market knowledge and proven success in client relationship management. A Bachelor's degree, CFP® certification, and active Series 7 and Series 66 licenses are preferred. The role emphasizes building strong client relationships and advocating for both client needs and diversity in the workplace.
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