Wealth Advisor Private Clients | Holistic Planning
Job in
Fort Wayne, Allen County, Indiana, 46804, USA
Listed on 2026-06-19
Listing for:
Chase
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Sales
Job Description & How to Apply Below
Chase is seeking a dedicated Private Client Advisor to join its Wealth Management team in Fort Wayne, Indiana. In this role, you will provide comprehensive financial planning and advice to clients of varying wealth. You will champion the success of your teammates while building client relationships, emphasizing relationship management over portfolio management.
To qualify, candidates should have at least 2 years of financial advisory experience, relevant licenses, and a strong commitment to client education. A Bachelor's degree and CFP certification are preferred.
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