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Private Wealth Advisor — Holistic Planning
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-01-02
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Indianapolis
A prominent financial services firm in Indiana is seeking a Private Client Advisor to deliver customized investment solutions. The ideal candidate will have at least 2 years of experience in financial advising, along with required licenses like Series 7 and Series 66. Responsibilities include supporting teammates, building a business book, and offering holistic financial advice. The role offers competitive compensation and a strong commitment to team diversity and inclusion.
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