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Wealth Advisor - Holistic, Client-First Planning

Job in Greenwood, Johnson County, Indiana, 46142, USA
Listing for: Aumni
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
J.P. Morgan Chase is seeking a Private Client Advisor in Greenwood, Indiana, to provide comprehensive financial planning and investment advice to individuals and families. With a focus on relationship management, the ideal candidate will have at least two years of experience in financial advisory. Responsibilities include building a book of business, delivering personalized investment solutions, and supporting clients' financial needs.

A Series 7 license is required. Competitive rewards package offered.
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