Private Client Wealth Advisor | Relationship & Planning
Job in
Greenwood, Johnson County, Indiana, 46142, USA
Listed on 2026-07-08
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role requires at least 2 years of experience in financial services, emphasizing client relationship management and investment strategies.
You will educate clients on digital tools to manage their investments and provide holistic financial coaching. A Series 7 and 66 license are necessary for this position, along with a commitment to diversity and client success.
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