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Wealth Advisor: Holistic Planning & Client
Job in
Fort Wayne, Allen County, Indiana, 46804, USA
Listed on 2026-09-09
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions to individuals and families. You will build long-term relationships and leverage referrals to deepen client connections.
The role emphasizes guidance on goals-based planning, strong client acquisition, and a commitment to integrity while helping clients monitor and manage investments through digital channels.
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